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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.21K	Sell	63,200 -9,900	-14%	-$420	﹤0.01%	629
2024 Q4	$3.58K	Sell	73,100 -21,400	-23%	-$809	﹤0.01%	646
2024 Q3	$2.56K	Hold	94,500	–	–	﹤0.01%	663
2024 Q2	$1.9K	Sell	94,500 -6,000	-6%	-$155	﹤0.01%	640
2024 Q1	$2.01K	Hold	100,500	–	–	﹤0.01%	649
2023 Q4	$2.61K	Hold	100,500	–	–	﹤0.01%	628
2023 Q3	$5.42K	Buy	+100,500	New	+$4.08K	﹤0.01%	612

Other funds holding OAKUW

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

HCM

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

HCI

Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Oak Woods Acquisition Corp Warrant (OAKUW) stake by 14% in Q1 2025, selling an estimated $420 and leaving 63,200 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Schechter Investment Advisors first reported a position in OAKUW in Q3 2023 and has held it in 7 quarters since. The position peaked at $5.42K in Q3 2023. 26 funds tracked by Wall St. Rank hold OAKUW as of Q1 2025.

Schechter Investment Advisors held 63,200 shares of Oak Woods Acquisition Corp Warrant worth $2.21K as of Q1 2025.
Schechter Investment Advisors sold 9,900 Oak Woods Acquisition Corp Warrant shares in Q1 2025, an estimated $420.
Oak Woods Acquisition Corp Warrant made up ﹤0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #629 holding.
Schechter Investment Advisors first reported a position in Oak Woods Acquisition Corp Warrant in Q3 2023 and has held it in 7 quarters since.
Schechter Investment Advisors's Oak Woods Acquisition Corp Warrant position peaked at $5.42K in Q3 2023.
26 funds tracked by Wall St. Rank held Oak Woods Acquisition Corp Warrant as of Q1 2025.

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