SIA
FSRX

Schechter Investment Advisors’s FinServ Acquisition Corp. II Class A Common Stock FSRX Stock Holding History

Schechter Investment Advisors’s Portfolio FSRX Stock Details FSRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,900
Closed -$170K – 802
2022
Q4 		$170K Hold
16,900
– – 0.02% 776
2022
Q3 		$166K Hold
16,900
– – 0.02% 858
2022
Q2 		$166K Buy
16,900
+2,900
+21% +$28.4K 0.02% 864
2022
Q1 		$137K Buy
+14,000
New +$136K 0.01% 870

Other funds holding FSRX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Schechter Investment Advisors's FSRX Position: Q1 2023 in Review

Schechter Investment Advisors sold out of FinServ Acquisition Corp. II Class A Common Stock (FSRX) in Q1 2023, closing a stake of 16,900 shares — an estimated $170K sold.

Schechter Investment Advisors first reported a position in FSRX in Q1 2022 and held it in 4 quarters. The position peaked at $170K in Q4 2022. 11 funds tracked by Wall St. Rank hold FSRX as of Q1 2023.

  • Schechter Investment Advisors reported no remaining FinServ Acquisition Corp. II Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 16,900 FinServ Acquisition Corp. II Class A Common Stock shares in Q1 2023, an estimated $170K.
  • Schechter Investment Advisors first reported a position in FinServ Acquisition Corp. II Class A Common Stock in Q1 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's FinServ Acquisition Corp. II Class A Common Stock position peaked at $170K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held FinServ Acquisition Corp. II Class A Common Stock as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.