Schechter Investment Advisors’s Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo KWAC.U Stock Holding History

Schechter Investment Advisors’s Portfolio KWAC.U Stock Details KWAC.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-37,384	Closed	-$385K	–	1041
2022 Q1	$385K	Hold	37,384	–	–	0.04%	617
2021 Q4	$388K	Buy	+37,384	New	+$390K	0.04%	591

Other funds holding KWAC.U

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Schechter Investment Advisors's KWAC.U Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo (KWAC.U) in Q2 2022, closing a stake of 37,384 shares — an estimated $385K sold.

Schechter Investment Advisors first reported a position in KWAC.U in Q4 2021 and held it in 2 quarters. The position peaked at $388K in Q4 2021. 4 funds tracked by Wall St. Rank hold KWAC.U as of Q2 2022.

Schechter Investment Advisors reported no remaining Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo position as of Q2 2022 after selling out during the quarter.
Schechter Investment Advisors sold 37,384 Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo shares in Q2 2022, an estimated $385K.
Schechter Investment Advisors first reported a position in Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo in Q4 2021 and held it in 2 quarters.
Schechter Investment Advisors's Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo position peaked at $388K in Q4 2021.
4 funds tracked by Wall St. Rank held Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.