Schechter Investment Advisors’s New Vista Acquisition Corp Unit NVSAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,500	Closed	-$244K	–	978
2022 Q3	$244K	Hold	24,500	–	–	0.02%	775
2022 Q2	$241K	Sell	24,500 -1,200	-5%	-$11.8K	0.02%	790
2022 Q1	$254K	Hold	25,700	–	–	0.02%	765
2021 Q4	$257K	Buy	+25,700	New	+$257K	0.02%	729

Other funds holding NVSAU

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WCMNY

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Schechter Investment Advisors's NVSAU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of New Vista Acquisition Corp Unit (NVSAU) in Q4 2022, closing a stake of 24,500 shares — an estimated $244K sold.

Schechter Investment Advisors first reported a position in NVSAU in Q4 2021 and held it in 4 quarters. The position peaked at $257K in Q4 2021. 23 funds tracked by Wall St. Rank hold NVSAU as of Q4 2022.

Schechter Investment Advisors reported no remaining New Vista Acquisition Corp Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 24,500 New Vista Acquisition Corp Unit shares in Q4 2022, an estimated $244K.
Schechter Investment Advisors first reported a position in New Vista Acquisition Corp Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's New Vista Acquisition Corp Unit position peaked at $257K in Q4 2021.
23 funds tracked by Wall St. Rank held New Vista Acquisition Corp Unit as of Q4 2022.

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