Schechter Investment Advisors’s Newcourt Acquisition Corp Unit NCACU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-52,000	Closed	-$531K	–	792
2022 Q4	$531K	Sell	52,000 -21,500	-29%	-$220K	0.05%	487
2022 Q3	$745K	Sell	73,500 -7,000	-9%	-$70.9K	0.07%	379
2022 Q2	$809K	Sell	80,500 -6,000	-7%	-$60.6K	0.08%	356
2022 Q1	$866K	Sell	86,500 -16,000	-16%	-$162K	0.08%	355
2021 Q4	$1.04M	Buy	+102,500	New	+$1.04M	0.09%	292

Other funds holding NCACU

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Newcourt Acquisition Corp Unit (NCACU) in Q1 2023, closing a stake of 52,000 shares — an estimated $531K sold.

Schechter Investment Advisors first reported a position in NCACU in Q4 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 1 fund tracked by Wall St. Rank holds NCACU as of Q1 2023.

Schechter Investment Advisors reported no remaining Newcourt Acquisition Corp Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 52,000 Newcourt Acquisition Corp Unit shares in Q1 2023, an estimated $531K.
Schechter Investment Advisors first reported a position in Newcourt Acquisition Corp Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Newcourt Acquisition Corp Unit position peaked at $1.04M in Q4 2021.
1 fund tracked by Wall St. Rank held Newcourt Acquisition Corp Unit as of Q1 2023.

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