Schechter Investment Advisors’s FinServ Acquisition Corp. II Unit FSRXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,404	Closed	-$165K	–	803
2022 Q4	$165K	Hold	16,404	–	–	0.02%	778
2022 Q3	$161K	Hold	16,404	–	–	0.02%	864
2022 Q2	$161K	Hold	16,404	–	–	0.02%	867
2022 Q1	$162K	Sell	16,404 -600	-4%	-$5.9K	0.02%	858
2021 Q4	$168K	Buy	+17,004	New	+$168K	0.02%	815

Other funds holding FSRXU

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

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

Schechter Investment Advisors sold out of FinServ Acquisition Corp. II Unit (FSRXU) in Q1 2023, closing a stake of 16,404 shares — an estimated $165K sold.

Schechter Investment Advisors first reported a position in FSRXU in Q4 2021 and held it in 5 quarters. The position peaked at $168K in Q4 2021. 2 funds tracked by Wall St. Rank hold FSRXU as of Q1 2023.

Schechter Investment Advisors reported no remaining FinServ Acquisition Corp. II Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 16,404 FinServ Acquisition Corp. II Unit shares in Q1 2023, an estimated $165K.
Schechter Investment Advisors first reported a position in FinServ Acquisition Corp. II Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's FinServ Acquisition Corp. II Unit position peaked at $168K in Q4 2021.
2 funds tracked by Wall St. Rank held FinServ Acquisition Corp. II Unit as of Q1 2023.

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