Schechter Investment Advisors’s MSD Acquisition Corp. Unit MSDAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,085	Closed	-$253K	–	846
2022 Q4	$253K	Hold	25,085	–	–	0.02%	683
2022 Q3	$248K	Hold	25,085	–	–	0.02%	768
2022 Q2	$247K	Buy	25,085 +3,651	+17%	+$36.1K	0.02%	776
2022 Q1	$212K	Buy	+21,434	New	+$214K	0.02%	822

Schechter Investment Advisors's MSDAU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of MSD Acquisition Corp. Unit (MSDAU) in Q1 2023, closing a stake of 25,085 shares — an estimated $253K sold.

Schechter Investment Advisors first reported a position in MSDAU in Q1 2022 and held it in 4 quarters. The position peaked at $253K in Q4 2022. 0 funds tracked by Wall St. Rank hold MSDAU as of Q1 2023.

Schechter Investment Advisors reported no remaining MSD Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 25,085 MSD Acquisition Corp. Unit shares in Q1 2023, an estimated $253K.
Schechter Investment Advisors first reported a position in MSD Acquisition Corp. Unit in Q1 2022 and held it in 4 quarters.
Schechter Investment Advisors's MSD Acquisition Corp. Unit position peaked at $253K in Q4 2022.
0 funds tracked by Wall St. Rank held MSD Acquisition Corp. Unit as of Q1 2023.

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