SIA
IPXXU

Schechter Investment Advisors’s Inflection Point Acquisition Corp. II Unit IPXXU Stock Holding History

Schechter Investment Advisors’s Portfolio IPXXU Stock Details IPXXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,298,200
Closed -$13.4M – 686
2023
Q3 		$13.4M Sell
1,298,200
-3,000
-0.2% -$30.7K 1.3% 15
2023
Q2 		$13.2M Buy
+1,301,200
New +$13.1M 1.18% 17

Other funds holding IPXXU

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Schechter Investment Advisors's IPXXU Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Inflection Point Acquisition Corp. II Unit (IPXXU) in Q4 2023, closing a stake of 1,298,200 shares — an estimated $13.4M sold.

Schechter Investment Advisors first reported a position in IPXXU in Q2 2023 and held it in 2 quarters. The position peaked at $13.4M in Q3 2023. 11 funds tracked by Wall St. Rank hold IPXXU as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Inflection Point Acquisition Corp. II Unit position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,298,200 Inflection Point Acquisition Corp. II Unit shares in Q4 2023, an estimated $13.4M.
  • Schechter Investment Advisors first reported a position in Inflection Point Acquisition Corp. II Unit in Q2 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's Inflection Point Acquisition Corp. II Unit position peaked at $13.4M in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp. II Unit as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.