Schechter Investment Advisors’s Swiftmerge Acquisition Corp. Class A Ordinary Share IVCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-65,800	Closed	-$678K	–	708
2023 Q1	$678K	Hold	65,800	–	–	0.06%	338
2022 Q4	$667K	Hold	65,800	–	–	0.06%	419
2022 Q3	$653K	Hold	65,800	–	–	0.06%	422
2022 Q2	$646K	Buy	+65,800	New	+$646K	0.06%	444

Other funds holding IVCP

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 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

TRCT

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

Schechter Investment Advisors's IVCP Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Swiftmerge Acquisition Corp. Class A Ordinary Share (IVCP) in Q2 2023, closing a stake of 65,800 shares — an estimated $678K sold.

Schechter Investment Advisors first reported a position in IVCP in Q2 2022 and held it in 4 quarters. The position peaked at $678K in Q1 2023. 8 funds tracked by Wall St. Rank hold IVCP as of Q2 2023.

Schechter Investment Advisors reported no remaining Swiftmerge Acquisition Corp. Class A Ordinary Share position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 65,800 Swiftmerge Acquisition Corp. Class A Ordinary Share shares in Q2 2023, an estimated $678K.
Schechter Investment Advisors first reported a position in Swiftmerge Acquisition Corp. Class A Ordinary Share in Q2 2022 and held it in 4 quarters.
Schechter Investment Advisors's Swiftmerge Acquisition Corp. Class A Ordinary Share position peaked at $678K in Q1 2023.
8 funds tracked by Wall St. Rank held Swiftmerge Acquisition Corp. Class A Ordinary Share as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.