Schechter Investment Advisors’s Finnovate Acquisition Corp. Units FNVTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-70,030	Closed	-$730K	–	776
2023 Q1	$730K	Sell	70,030 -1,340	-2%	-$13.9K	0.07%	320
2022 Q4	$733K	Sell	71,370 -16,000	-18%	-$163K	0.07%	386
2022 Q3	$877K	Sell	87,370 -3,350	-4%	-$33.7K	0.09%	330
2022 Q2	$903K	Sell	90,720 -11,400	-11%	-$114K	0.09%	319
2022 Q1	$1.02M	Sell	102,120 -4,330	-4%	-$43.6K	0.1%	297
2021 Q4	$1.08M	Buy	+106,450	New	+$1.08M	0.1%	278

Other funds holding FNVTU

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Finnovate Acquisition Corp. Units (FNVTU) in Q2 2023, closing a stake of 70,030 shares — an estimated $730K sold.

Schechter Investment Advisors first reported a position in FNVTU in Q4 2021 and held it in 6 quarters. The position peaked at $1.08M in Q4 2021. 2 funds tracked by Wall St. Rank hold FNVTU as of Q2 2023.

Schechter Investment Advisors reported no remaining Finnovate Acquisition Corp. Units position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 70,030 Finnovate Acquisition Corp. Units shares in Q2 2023, an estimated $730K.
Schechter Investment Advisors first reported a position in Finnovate Acquisition Corp. Units in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Finnovate Acquisition Corp. Units position peaked at $1.08M in Q4 2021.
2 funds tracked by Wall St. Rank held Finnovate Acquisition Corp. Units as of Q2 2023.

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