Schechter Investment Advisors’s Investcorp AI Acquisition Corp. Unit IVCAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-38,290	Closed	-$407K	–	732
2023 Q2	$407K	Hold	38,290	–	–	0.04%	421
2023 Q1	$403K	Sell	38,290 -11,000	-22%	-$114K	0.04%	460
2022 Q4	$508K	Sell	49,290 -450	-0.9%	-$4.59K	0.05%	500
2022 Q3	$502K	Sell	49,740 -1,760	-3%	-$17.8K	0.05%	510
2022 Q2	$519K	Buy	+51,500	New	+$516K	0.05%	513

Schechter Investment Advisors's IVCAU Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Investcorp AI Acquisition Corp. Unit (IVCAU) in Q3 2023, closing a stake of 38,290 shares — an estimated $407K sold.

Schechter Investment Advisors first reported a position in IVCAU in Q2 2022 and held it in 5 quarters. The position peaked at $519K in Q2 2022. 0 funds tracked by Wall St. Rank hold IVCAU as of Q3 2023.

Schechter Investment Advisors reported no remaining Investcorp AI Acquisition Corp. Unit position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 38,290 Investcorp AI Acquisition Corp. Unit shares in Q3 2023, an estimated $407K.
Schechter Investment Advisors first reported a position in Investcorp AI Acquisition Corp. Unit in Q2 2022 and held it in 5 quarters.
Schechter Investment Advisors's Investcorp AI Acquisition Corp. Unit position peaked at $519K in Q2 2022.
0 funds tracked by Wall St. Rank held Investcorp AI Acquisition Corp. Unit as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.