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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$16.4K Sell
63,200
-9,900
-14% -$2.17K ﹤0.01% 617
2024
Q4
$7.31K Sell
73,100
-21,400
-23% -$4.38K ﹤0.01% 642
2024
Q3
$18.9K Hold
94,500
﹤0.01% 645
2024
Q2
$11.9K Sell
94,500
-6,000
-6% -$1.12K ﹤0.01% 625
2024
Q1
$16.1K Hold
100,500
﹤0.01% 626
2023
Q4
$12.1K Hold
100,500
﹤0.01% 613
2023
Q3
$25.1K Buy
+100,500
New +$24.5K ﹤0.01% 591

Other funds holding OAKUR

Schechter Investment Advisors's OAKUR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Oak Woods Acquisition Corp Right (OAKUR) stake by 14% in Q1 2025, selling an estimated $2.17K and leaving 63,200 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Schechter Investment Advisors first reported a position in OAKUR in Q3 2023 and has held it in 7 quarters since. The position peaked at $25.1K in Q3 2023. 21 funds tracked by Wall St. Rank hold OAKUR as of Q1 2025.

  • Schechter Investment Advisors held 63,200 shares of Oak Woods Acquisition Corp Right worth $16.4K as of Q1 2025.
  • Schechter Investment Advisors sold 9,900 Oak Woods Acquisition Corp Right shares in Q1 2025, an estimated $2.17K.
  • Oak Woods Acquisition Corp Right made up ﹤0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #617 holding.
  • Schechter Investment Advisors first reported a position in Oak Woods Acquisition Corp Right in Q3 2023 and has held it in 7 quarters since.
  • Schechter Investment Advisors's Oak Woods Acquisition Corp Right position peaked at $25.1K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp Right as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.