Schechter Investment Advisors’s Iris Acquisition Corp Units IRAAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,240	Closed	-$149K	–	912
2022 Q3	$149K	Buy	15,240 +4,500	+42%	+$44.2K	0.01%	870
2022 Q2	$105K	Hold	10,740	–	–	0.01%	906
2022 Q1	$106K	Sell	10,740 -1,000	-9%	-$9.88K	0.01%	898
2021 Q4	$117K	Buy	+11,740	New	+$117K	0.01%	841

Other funds holding IRAAU

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Iris Acquisition Corp Units (IRAAU) in Q4 2022, closing a stake of 15,240 shares — an estimated $149K sold.

Schechter Investment Advisors first reported a position in IRAAU in Q4 2021 and held it in 4 quarters. The position peaked at $149K in Q3 2022. 2 funds tracked by Wall St. Rank hold IRAAU as of Q4 2022.

Schechter Investment Advisors reported no remaining Iris Acquisition Corp Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 15,240 Iris Acquisition Corp Units shares in Q4 2022, an estimated $149K.
Schechter Investment Advisors first reported a position in Iris Acquisition Corp Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Iris Acquisition Corp Units position peaked at $149K in Q3 2022.
2 funds tracked by Wall St. Rank held Iris Acquisition Corp Units as of Q4 2022.

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