Schechter Investment Advisors’s FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant FTEV.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-239,580
Closed -$2.41M 882
2022
Q4
$2.41M Sell
239,580
-13,290
-5% -$133K 0.22% 89
2022
Q3
$2.5M Buy
252,870
+4,630
+2% +$45.7K 0.25% 66
2022
Q2
$2.44M Buy
248,240
+53,440
+27% +$525K 0.24% 65
2022
Q1
$1.92M Sell
194,800
-31,640
-14% -$312K 0.18% 108
2021
Q4
$2.23M Buy
+226,440
New +$2.25M 0.2% 96

Schechter Investment Advisors's FTEV.U Position: Q1 2023 in Review

Schechter Investment Advisors sold out of FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant (FTEV.U) in Q1 2023, closing a stake of 239,580 shares — an estimated $2.41M sold.

Schechter Investment Advisors first reported a position in FTEV.U in Q4 2021 and held it in 5 quarters. The position peaked at $2.5M in Q3 2022. 0 funds tracked by Wall St. Rank hold FTEV.U as of Q1 2023.

  • Schechter Investment Advisors reported no remaining FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 239,580 FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant shares in Q1 2023, an estimated $2.41M.
  • Schechter Investment Advisors first reported a position in FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant position peaked at $2.5M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held FinTech Evolution Acquisition Group Units, each consisting of one Class A Ordinary Share, and one-third of one redeemable warrant as of Q1 2023.

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