Schechter Investment Advisors’s Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant GFOR.U Stock Holding History

Schechter Investment Advisors’s Portfolio GFOR.U Stock Details GFOR.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-56,669	Closed	-$553K	–	950
2022 Q3	$553K	Buy	56,669 +271	+0.5%	+$2.65K	0.05%	477
2022 Q2	$549K	Buy	56,398 +45,016	+396%	+$441K	0.05%	500
2022 Q1	$111K	Sell	11,382 -600	-5%	-$5.92K	0.01%	894
2021 Q4	$119K	Buy	+11,982	New	+$119K	0.01%	839

Other funds holding GFOR.U

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

ETH

Exos TFP Holdings New York $162M AUM 16.08% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schechter Investment Advisors's GFOR.U Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant (GFOR.U) in Q4 2022, closing a stake of 56,669 shares — an estimated $553K sold.

Schechter Investment Advisors first reported a position in GFOR.U in Q4 2021 and held it in 4 quarters. The position peaked at $553K in Q3 2022. 4 funds tracked by Wall St. Rank hold GFOR.U as of Q4 2022.

Schechter Investment Advisors reported no remaining Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 56,669 Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant shares in Q4 2022, an estimated $553K.
Schechter Investment Advisors first reported a position in Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant position peaked at $553K in Q3 2022.
4 funds tracked by Wall St. Rank held Graf Acquisition Corp. IV Units, each consisting of one share of common stock, and one-fifth of one redeemable warrant as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.