Schechter Investment Advisors’s INSU Acquisition Corp. III Unit IIIIU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-33,165	Closed	-$329K	–	1005
2022 Q3	$329K	Hold	33,165	–	–	0.03%	667
2022 Q2	$326K	Sell	33,165 -4,275	-11%	-$42.3K	0.03%	680
2022 Q1	$368K	Sell	37,440 -900	-2%	-$8.91K	0.03%	629
2021 Q4	$377K	Buy	+38,340	New	+$383K	0.03%	604

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

Schechter Investment Advisors sold out of INSU Acquisition Corp. III Unit (IIIIU) in Q4 2022, closing a stake of 33,165 shares — an estimated $329K sold.

Schechter Investment Advisors first reported a position in IIIIU in Q4 2021 and held it in 4 quarters. The position peaked at $377K in Q4 2021. 0 funds tracked by Wall St. Rank hold IIIIU as of Q4 2022.

Schechter Investment Advisors reported no remaining INSU Acquisition Corp. III Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 33,165 INSU Acquisition Corp. III Unit shares in Q4 2022, an estimated $329K.
Schechter Investment Advisors first reported a position in INSU Acquisition Corp. III Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's INSU Acquisition Corp. III Unit position peaked at $377K in Q4 2021.
0 funds tracked by Wall St. Rank held INSU Acquisition Corp. III Unit as of Q4 2022.

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