Schechter Investment Advisors’s Finnovate Acquisition Corp. Class A Ordinary Shares FNVT Stock Holding History

Schechter Investment Advisors’s Portfolio FNVT Stock Details FNVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,900	Closed	-$155K	–	711
2023 Q1	$155K	Hold	14,900	–	–	0.01%	633
2022 Q4	$153K	Hold	14,900	–	–	0.01%	780
2022 Q3	$150K	Hold	14,900	–	–	0.01%	869
2022 Q2	$148K	Sell	14,900 -8,100	-35%	-$80.6K	0.01%	873
2022 Q1	$228K	Buy	+23,000	New	+$227K	0.02%	799

Other funds holding FNVT

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

CCA

Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

Schechter Investment Advisors's FNVT Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Finnovate Acquisition Corp. Class A Ordinary Shares (FNVT) in Q2 2023, closing a stake of 14,900 shares — an estimated $155K sold.

Schechter Investment Advisors first reported a position in FNVT in Q1 2022 and held it in 5 quarters. The position peaked at $228K in Q1 2022. 19 funds tracked by Wall St. Rank hold FNVT as of Q2 2023.

Schechter Investment Advisors reported no remaining Finnovate Acquisition Corp. Class A Ordinary Shares position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 14,900 Finnovate Acquisition Corp. Class A Ordinary Shares shares in Q2 2023, an estimated $155K.
Schechter Investment Advisors first reported a position in Finnovate Acquisition Corp. Class A Ordinary Shares in Q1 2022 and held it in 5 quarters.
Schechter Investment Advisors's Finnovate Acquisition Corp. Class A Ordinary Shares position peaked at $228K in Q1 2022.
19 funds tracked by Wall St. Rank held Finnovate Acquisition Corp. Class A Ordinary Shares as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.