SIA
MNTN.U

Schechter Investment Advisors’s Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant MNTN.U Stock Holding History

Schechter Investment Advisors’s Portfolio MNTN.U Stock Details MNTN.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-311,470
Closed -$3.15M – 913
2022
Q4 		$3.15M Sell
311,470
-500
-0.2% -$5.05K 0.29% 58
2022
Q3 		$3.14M Sell
311,970
-8,090
-3% -$81.2K 0.31% 45
2022
Q2 		$3.22M Sell
320,060
-14,860
-4% -$149K 0.31% 42
2022
Q1 		$3.36M Sell
334,920
-28,200
-8% -$284K 0.31% 48
2021
Q4 		$3.64M Buy
+363,120
New +$3.66M 0.33% 48

Other funds holding MNTN.U

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Schechter Investment Advisors's MNTN.U Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant (MNTN.U) in Q1 2023, closing a stake of 311,470 shares — an estimated $3.15M sold.

Schechter Investment Advisors first reported a position in MNTN.U in Q4 2021 and held it in 5 quarters. The position peaked at $3.64M in Q4 2021. 6 funds tracked by Wall St. Rank hold MNTN.U as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 311,470 Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant shares in Q1 2023, an estimated $3.15M.
  • Schechter Investment Advisors first reported a position in Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant position peaked at $3.64M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Everest Consolidator Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant as of Q1 2023.

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