SIA
IMPX.U

Schechter Investment Advisors’s AEA-Bridges Impact Corp Units IMPX.U Stock Holding History

Schechter Investment Advisors’s Portfolio IMPX.U Stock Details IMPX.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-31,303
Closed -$329K – 994
2021
Q4 		$329K Buy
+31,303
New +$325K 0.03% 649

Other funds holding IMPX.U

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Schechter Investment Advisors's IMPX.U Position: Q1 2022 in Review

Schechter Investment Advisors sold out of AEA-Bridges Impact Corp Units (IMPX.U) in Q1 2022, closing a stake of 31,303 shares — an estimated $329K sold.

Schechter Investment Advisors first reported a position in IMPX.U in Q4 2021 and held it in 1 quarter. The position peaked at $329K in Q4 2021. 6 funds tracked by Wall St. Rank hold IMPX.U as of Q1 2022.

  • Schechter Investment Advisors reported no remaining AEA-Bridges Impact Corp Units position as of Q1 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 31,303 AEA-Bridges Impact Corp Units shares in Q1 2022, an estimated $329K.
  • Schechter Investment Advisors first reported a position in AEA-Bridges Impact Corp Units in Q4 2021 and held it in 1 quarter.
  • Schechter Investment Advisors's AEA-Bridges Impact Corp Units position peaked at $329K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held AEA-Bridges Impact Corp Units as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.