Schechter Investment Advisors’s Hennessy Capital Investment Corp. V Class A Common Stock HCIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-32,416	Closed	-$320K	–	998
2022 Q3	$320K	Buy	32,416 +22,300	+220%	+$220K	0.03%	679
2022 Q2	$99K	Buy	+10,116	New	+$99.3K	0.01%	912

Other funds holding HCIC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Schechter Investment Advisors's HCIC Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Hennessy Capital Investment Corp. V Class A Common Stock (HCIC) in Q4 2022, closing a stake of 32,416 shares — an estimated $320K sold.

Schechter Investment Advisors first reported a position in HCIC in Q2 2022 and held it in 2 quarters. The position peaked at $320K in Q3 2022. 2 funds tracked by Wall St. Rank hold HCIC as of Q4 2022.

Schechter Investment Advisors reported no remaining Hennessy Capital Investment Corp. V Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 32,416 Hennessy Capital Investment Corp. V Class A Common Stock shares in Q4 2022, an estimated $320K.
Schechter Investment Advisors first reported a position in Hennessy Capital Investment Corp. V Class A Common Stock in Q2 2022 and held it in 2 quarters.
Schechter Investment Advisors's Hennessy Capital Investment Corp. V Class A Common Stock position peaked at $320K in Q3 2022.
2 funds tracked by Wall St. Rank held Hennessy Capital Investment Corp. V Class A Common Stock as of Q4 2022.

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