Schechter Investment Advisors’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,830	Closed	-$142K	–	769
2022 Q4	$142K	Hold	13,830	–	–	0.01%	782
2022 Q3	$139K	Sell	13,830 -640	-4%	-$6.43K	0.01%	873
2022 Q2	$145K	Sell	14,470 -1,100	-7%	-$11.1K	0.01%	877
2022 Q1	$156K	Sell	15,570 -5,610	-26%	-$56.2K	0.01%	862
2021 Q4	$210K	Buy	+21,180	New	+$210K	0.02%	784

Other funds holding OCAX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

SOA

Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

Schechter Investment Advisors's OCAX Position: Q1 2023 in Review

Schechter Investment Advisors sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q1 2023, closing a stake of 13,830 shares — an estimated $142K sold.

Schechter Investment Advisors first reported a position in OCAX in Q4 2021 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 18 funds tracked by Wall St. Rank hold OCAX as of Q1 2023.

Schechter Investment Advisors reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 13,830 OCA Acquisition Corp. Class A Common Stock shares in Q1 2023, an estimated $142K.
Schechter Investment Advisors first reported a position in OCA Acquisition Corp. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's OCA Acquisition Corp. Class A Common Stock position peaked at $210K in Q4 2021.
18 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.