SIA
IPVIU

Schechter Investment Advisors’s InterPrivate IV InfraTech Partners Inc. Units IPVIU Stock Holding History

Schechter Investment Advisors’s Portfolio IPVIU Stock Details IPVIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-36,360
Closed -$357K – 971
2022
Q3 		$357K Sell
36,360
-7,196
-17% -$70.7K 0.04% 632
2022
Q2 		$428K Hold
43,556
– – 0.04% 579
2022
Q1 		$428K Sell
43,556
-3,740
-8% -$36.8K 0.04% 587
2021
Q4 		$465K Buy
+47,296
New +$467K 0.04% 530

Other funds holding IPVIU

NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Schechter Investment Advisors sold out of InterPrivate IV InfraTech Partners Inc. Units (IPVIU) in Q4 2022, closing a stake of 36,360 shares — an estimated $357K sold.

Schechter Investment Advisors first reported a position in IPVIU in Q4 2021 and held it in 4 quarters. The position peaked at $465K in Q4 2021. 5 funds tracked by Wall St. Rank hold IPVIU as of Q4 2022.

  • Schechter Investment Advisors reported no remaining InterPrivate IV InfraTech Partners Inc. Units position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 36,360 InterPrivate IV InfraTech Partners Inc. Units shares in Q4 2022, an estimated $357K.
  • Schechter Investment Advisors first reported a position in InterPrivate IV InfraTech Partners Inc. Units in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's InterPrivate IV InfraTech Partners Inc. Units position peaked at $465K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held InterPrivate IV InfraTech Partners Inc. Units as of Q4 2022.

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