Schechter Investment Advisors’s FTAC Athena Acquisition Corp. Class A Ordinary Share FTAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-139,250	Closed	-$1.41M	–	886
2022 Q4	$1.41M	Sell	139,250 -1,455	-1%	-$14.6K	0.13%	194
2022 Q3	$1.4M	Buy	140,705 +20,300	+17%	+$200K	0.14%	187
2022 Q2	$1.18M	Buy	+120,405	New	+$1.18M	0.12%	228

Other funds holding FTAA

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

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

Schechter Investment Advisors sold out of FTAC Athena Acquisition Corp. Class A Ordinary Share (FTAA) in Q1 2023, closing a stake of 139,250 shares — an estimated $1.41M sold.

Schechter Investment Advisors first reported a position in FTAA in Q2 2022 and held it in 3 quarters. The position peaked at $1.41M in Q4 2022. 2 funds tracked by Wall St. Rank hold FTAA as of Q1 2023.

Schechter Investment Advisors reported no remaining FTAC Athena Acquisition Corp. Class A Ordinary Share position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 139,250 FTAC Athena Acquisition Corp. Class A Ordinary Share shares in Q1 2023, an estimated $1.41M.
Schechter Investment Advisors first reported a position in FTAC Athena Acquisition Corp. Class A Ordinary Share in Q2 2022 and held it in 3 quarters.
Schechter Investment Advisors's FTAC Athena Acquisition Corp. Class A Ordinary Share position peaked at $1.41M in Q4 2022.
2 funds tracked by Wall St. Rank held FTAC Athena Acquisition Corp. Class A Ordinary Share as of Q1 2023.

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