Schechter Investment Advisors’s Enphys Acquisition Corp. NFYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-182,349	Closed	-$1.91M	–	696
2023 Q3	$1.91M	Buy	182,349 +250	+0.1%	+$2.61K	0.19%	109
2023 Q2	$1.89M	Buy	182,099 +79,848	+78%	+$822K	0.17%	116
2023 Q1	$1.04M	Hold	102,251	–	–	0.1%	242
2022 Q4	$1.03M	Buy	102,251 +88,450	+641%	+$874K	0.09%	279
2022 Q3	$135K	Buy	+13,801	New	+$134K	0.01%	875

Other funds holding NFYS

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

FSI

Flow State Investments Chicago, Illinois $245M AUM 5.06% 1-Year Est. Return

Schechter Investment Advisors's NFYS Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Enphys Acquisition Corp. (NFYS) in Q4 2023, closing a stake of 182,349 shares — an estimated $1.91M sold.

Schechter Investment Advisors first reported a position in NFYS in Q3 2022 and held it in 5 quarters. The position peaked at $1.91M in Q3 2023. 29 funds tracked by Wall St. Rank hold NFYS as of Q4 2023.

Schechter Investment Advisors reported no remaining Enphys Acquisition Corp. position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 182,349 Enphys Acquisition Corp. shares in Q4 2023, an estimated $1.91M.
Schechter Investment Advisors first reported a position in Enphys Acquisition Corp. in Q3 2022 and held it in 5 quarters.
Schechter Investment Advisors's Enphys Acquisition Corp. position peaked at $1.91M in Q3 2023.
29 funds tracked by Wall St. Rank held Enphys Acquisition Corp. as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.