Schechter Investment Advisors’s PWP Forward Acquisition Corp. I Units FRWAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-93,300
Closed -$914K 1044
2022
Q3
$914K Buy
93,300
+25,000
+37% +$246K 0.09% 312
2022
Q2
$663K Sell
68,300
-1,200
-2% -$11.8K 0.06% 430
2022
Q1
$680K Hold
69,500
0.06% 433
2021
Q4
$682K Buy
+69,500
New +$691K 0.06% 422

Schechter Investment Advisors's FRWAU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of PWP Forward Acquisition Corp. I Units (FRWAU) in Q4 2022, closing a stake of 93,300 shares — an estimated $914K sold.

Schechter Investment Advisors first reported a position in FRWAU in Q4 2021 and held it in 4 quarters. The position peaked at $914K in Q3 2022. 0 funds tracked by Wall St. Rank hold FRWAU as of Q4 2022.

  • Schechter Investment Advisors reported no remaining PWP Forward Acquisition Corp. I Units position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 93,300 PWP Forward Acquisition Corp. I Units shares in Q4 2022, an estimated $914K.
  • Schechter Investment Advisors first reported a position in PWP Forward Acquisition Corp. I Units in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's PWP Forward Acquisition Corp. I Units position peaked at $914K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held PWP Forward Acquisition Corp. I Units as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.