Schechter Investment Advisors’s Intelligent Medicine Acquisition Corp. Unit IQMDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-58,300	Closed	-$598K	–	843
2022 Q4	$598K	Hold	58,300	–	–	0.05%	450
2022 Q3	$586K	Hold	58,300	–	–	0.06%	456
2022 Q2	$586K	Sell	58,300 -4,660	-7%	-$46.9K	0.06%	480
2022 Q1	$637K	Hold	62,960	–	–	0.06%	459
2021 Q4	$642K	Buy	+62,960	New	+$638K	0.06%	441

Other funds holding IQMDU

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's IQMDU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Intelligent Medicine Acquisition Corp. Unit (IQMDU) in Q1 2023, closing a stake of 58,300 shares — an estimated $598K sold.

Schechter Investment Advisors first reported a position in IQMDU in Q4 2021 and held it in 5 quarters. The position peaked at $642K in Q4 2021. 6 funds tracked by Wall St. Rank hold IQMDU as of Q1 2023.

Schechter Investment Advisors reported no remaining Intelligent Medicine Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 58,300 Intelligent Medicine Acquisition Corp. Unit shares in Q1 2023, an estimated $598K.
Schechter Investment Advisors first reported a position in Intelligent Medicine Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Intelligent Medicine Acquisition Corp. Unit position peaked at $642K in Q4 2021.
6 funds tracked by Wall St. Rank held Intelligent Medicine Acquisition Corp. Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.