Schechter Investment Advisors’s Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant NFYS.U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-82,375	Closed	-$866K	–	697
2023 Q3	$866K	Sell	82,375 -21,857	-21%	-$228K	0.08%	245
2023 Q2	$1.08M	Sell	104,232 -6,870	-6%	-$71.1K	0.1%	226
2023 Q1	$1.14M	Sell	111,102 -250	-0.2%	-$2.53K	0.11%	224
2022 Q4	$1.15M	Hold	111,352	–	–	0.11%	249
2022 Q3	$1.09M	Buy	111,352 +12,530	+13%	+$122K	0.11%	250
2022 Q2	$959K	Hold	98,822	–	–	0.09%	299
2022 Q1	$964K	Sell	98,822 -2,650	-3%	-$26.2K	0.09%	320
2021 Q4	$1.01M	Buy	+101,472	New	+$1M	0.09%	299

Other funds holding NFYS.U

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

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

Schechter Investment Advisors sold out of Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant (NFYS.U) in Q4 2023, closing a stake of 82,375 shares — an estimated $866K sold.

Schechter Investment Advisors first reported a position in NFYS.U in Q4 2021 and held it in 8 quarters. The position peaked at $1.15M in Q4 2022. 4 funds tracked by Wall St. Rank hold NFYS.U as of Q4 2023.

Schechter Investment Advisors reported no remaining Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 82,375 Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant shares in Q4 2023, an estimated $866K.
Schechter Investment Advisors first reported a position in Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant in Q4 2021 and held it in 8 quarters.
Schechter Investment Advisors's Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant position peaked at $1.15M in Q4 2022.
4 funds tracked by Wall St. Rank held Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant as of Q4 2023.

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