Schechter Investment Advisors’s Presidio Production Co FTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.39M Sell
335,178
-20,772
-6% -$208K 0.28% 72
2024
Q4
$3.55M Buy
+355,950
New +$3.53M 0.27% 74

Other funds holding FTW

Schechter Investment Advisors's FTW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Presidio Production Co (FTW) stake by 5.8% in Q1 2025, selling an estimated $208K and leaving 335,178 shares worth $3.39M. The position accounts for 0.28% of the portfolio, ranked #72.

Schechter Investment Advisors first reported a position in FTW in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.55M in Q4 2024. 50 funds tracked by Wall St. Rank hold FTW as of Q1 2025.

  • Schechter Investment Advisors held 335,178 shares of Presidio Production Co worth $3.39M as of Q1 2025.
  • Schechter Investment Advisors sold 20,772 Presidio Production Co shares in Q1 2025, an estimated $208K.
  • Presidio Production Co made up 0.28% of Schechter Investment Advisors's portfolio in Q1 2025, its #72 holding.
  • Schechter Investment Advisors first reported a position in Presidio Production Co in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Presidio Production Co position peaked at $3.55M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Presidio Production Co as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.