SIA
FORLU

Schechter Investment Advisors’s Four Leaf Acquisition Corp Unit FORLU Stock Holding History

Schechter Investment Advisors’s Portfolio FORLU Stock Details FORLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-378,650
Closed -$3.98M – 726
2023
Q4 		$3.98M Sell
378,650
-5,800
-2% -$61.2K 0.34% 56
2023
Q3 		$4.05M Sell
384,450
-1,050
-0.3% -$11K 0.39% 45
2023
Q2 		$3.98M Sell
385,500
-6,200
-2% -$64.1K 0.36% 49
2023
Q1 		$4.01M Buy
+391,700
New +$4M 0.37% 47

Other funds holding FORLU

HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schechter Investment Advisors's FORLU Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Four Leaf Acquisition Corp Unit (FORLU) in Q1 2024, closing a stake of 378,650 shares — an estimated $3.98M sold.

Schechter Investment Advisors first reported a position in FORLU in Q1 2023 and held it in 4 quarters. The position peaked at $4.05M in Q3 2023. 8 funds tracked by Wall St. Rank hold FORLU as of Q1 2024.

  • Schechter Investment Advisors reported no remaining Four Leaf Acquisition Corp Unit position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 378,650 Four Leaf Acquisition Corp Unit shares in Q1 2024, an estimated $3.98M.
  • Schechter Investment Advisors first reported a position in Four Leaf Acquisition Corp Unit in Q1 2023 and held it in 4 quarters.
  • Schechter Investment Advisors's Four Leaf Acquisition Corp Unit position peaked at $4.05M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Four Leaf Acquisition Corp Unit as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.