SIA
OCAXU

Schechter Investment Advisors’s OCA Acquisition Corp. Unit OCAXU Stock Holding History

Schechter Investment Advisors’s Portfolio OCAXU Stock Details OCAXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-38,650
Closed -$386K – 1000
2022
Q2 		$386K Sell
38,650
-28,060
-42% -$283K 0.04% 615
2022
Q1 		$674K Sell
66,710
-22,100
-25% -$224K 0.06% 435
2021
Q4 		$898K Buy
+88,810
New +$903K 0.08% 338

Other funds holding OCAXU

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Schechter Investment Advisors's OCAXU Position: Q3 2022 in Review

Schechter Investment Advisors sold out of OCA Acquisition Corp. Unit (OCAXU) in Q3 2022, closing a stake of 38,650 shares — an estimated $386K sold.

Schechter Investment Advisors first reported a position in OCAXU in Q4 2021 and held it in 3 quarters. The position peaked at $898K in Q4 2021. 12 funds tracked by Wall St. Rank hold OCAXU as of Q3 2022.

  • Schechter Investment Advisors reported no remaining OCA Acquisition Corp. Unit position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 38,650 OCA Acquisition Corp. Unit shares in Q3 2022, an estimated $386K.
  • Schechter Investment Advisors first reported a position in OCA Acquisition Corp. Unit in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's OCA Acquisition Corp. Unit position peaked at $898K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held OCA Acquisition Corp. Unit as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.