SIA
OAKUU

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

Schechter Investment Advisors’s Portfolio OAKUU Stock Details OAKUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-101,600
Closed -$1.06M – 741
2023
Q2 		$1.06M Hold
101,600
– – 0.1% 231
2023
Q1 		$1.04M Buy
+101,600
New +$1.04M 0.1% 244

Other funds holding OAKUU

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Oak Woods Acquisition Corp Unit (OAKUU) in Q3 2023, closing a stake of 101,600 shares — an estimated $1.06M sold.

Schechter Investment Advisors first reported a position in OAKUU in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q2 2023. 14 funds tracked by Wall St. Rank hold OAKUU as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Oak Woods Acquisition Corp Unit position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 101,600 Oak Woods Acquisition Corp Unit shares in Q3 2023, an estimated $1.06M.
  • Schechter Investment Advisors first reported a position in Oak Woods Acquisition Corp Unit in Q1 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's Oak Woods Acquisition Corp Unit position peaked at $1.06M in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp Unit as of Q3 2023.

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