SIA
NSTD.U

Schechter Investment Advisors’s Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant NSTD.U Stock Holding History

Schechter Investment Advisors’s Portfolio NSTD.U Stock Details NSTD.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-140,140
Closed -$1.38M – 952
2022
Q3 		$1.38M Sell
140,140
-750
-0.5% -$7.37K 0.14% 194
2022
Q2 		$1.38M Sell
140,890
-1,050
-0.7% -$10.3K 0.13% 184
2022
Q1 		$1.39M Sell
141,940
-6,970
-5% -$68.4K 0.13% 190
2021
Q4 		$1.48M Buy
+148,910
New +$1.47M 0.13% 191

Other funds holding NSTD.U

BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return

Schechter Investment Advisors's NSTD.U Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant (NSTD.U) in Q4 2022, closing a stake of 140,140 shares — an estimated $1.38M sold.

Schechter Investment Advisors first reported a position in NSTD.U in Q4 2021 and held it in 4 quarters. The position peaked at $1.48M in Q4 2021. 7 funds tracked by Wall St. Rank hold NSTD.U as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 140,140 Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant shares in Q4 2022, an estimated $1.38M.
  • Schechter Investment Advisors first reported a position in Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant position peaked at $1.48M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Northern Star Investment Corp. IV Units, each consisting of one share of Class A common stock and one-sixth of one redeemable warrant as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.