SIA
OAKU

Schechter Investment Advisors’s Oak Woods Acquisition Corp OAKU Stock Holding History

Schechter Investment Advisors’s Portfolio OAKU Stock Details OAKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-66,096
Closed -$679K – 668
2023
Q2 		$679K Buy
+66,096
New +$675K 0.06% 323

Other funds holding OAKU

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
ETH
Exos TFP Holdings New York $162M AUM 16.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Schechter Investment Advisors's OAKU Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Oak Woods Acquisition Corp (OAKU) in Q3 2023, closing a stake of 66,096 shares — an estimated $679K sold.

Schechter Investment Advisors first reported a position in OAKU in Q2 2023 and held it in 1 quarter. The position peaked at $679K in Q2 2023. 31 funds tracked by Wall St. Rank hold OAKU as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Oak Woods Acquisition Corp position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 66,096 Oak Woods Acquisition Corp shares in Q3 2023, an estimated $679K.
  • Schechter Investment Advisors first reported a position in Oak Woods Acquisition Corp in Q2 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's Oak Woods Acquisition Corp position peaked at $679K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.