SIA
HWEL

Schechter Investment Advisors’s Healthwell Acquisition Corp. I Class A Common Stock HWEL Stock Holding History

Schechter Investment Advisors’s Portfolio HWEL Stock Details HWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-238,045
Closed -$2.45M – 704
2023
Q2 		$2.45M Sell
238,045
-17,600
-7% -$180K 0.22% 85
2023
Q1 		$2.59M Buy
+255,645
New +$2.57M 0.24% 81

Other funds holding HWEL

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

Schechter Investment Advisors's HWEL Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Healthwell Acquisition Corp. I Class A Common Stock (HWEL) in Q3 2023, closing a stake of 238,045 shares — an estimated $2.45M sold.

Schechter Investment Advisors first reported a position in HWEL in Q1 2023 and held it in 2 quarters. The position peaked at $2.59M in Q1 2023. 11 funds tracked by Wall St. Rank hold HWEL as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Healthwell Acquisition Corp. I Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 238,045 Healthwell Acquisition Corp. I Class A Common Stock shares in Q3 2023, an estimated $2.45M.
  • Schechter Investment Advisors first reported a position in Healthwell Acquisition Corp. I Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's Healthwell Acquisition Corp. I Class A Common Stock position peaked at $2.59M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Healthwell Acquisition Corp. I Class A Common Stock as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.