Schechter Investment Advisors’s Phoenix Biotech Acquisition Corp. Unit PBAXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-149,660	Closed	-$1.51M	–	934
2022 Q3	$1.51M	Sell	149,660 -1,740	-1%	-$17.6K	0.15%	157
2022 Q2	$1.52M	Sell	151,400 -9,250	-6%	-$93.1K	0.15%	152
2022 Q1	$1.62M	Sell	160,650 -2,400	-1%	-$24.2K	0.15%	153
2021 Q4	$1.65M	Buy	+163,050	New	+$1.65M	0.15%	158

Other funds holding PBAXU

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Schechter Investment Advisors's PBAXU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Phoenix Biotech Acquisition Corp. Unit (PBAXU) in Q4 2022, closing a stake of 149,660 shares — an estimated $1.51M sold.

Schechter Investment Advisors first reported a position in PBAXU in Q4 2021 and held it in 4 quarters. The position peaked at $1.65M in Q4 2021. 3 funds tracked by Wall St. Rank hold PBAXU as of Q4 2022.

Schechter Investment Advisors reported no remaining Phoenix Biotech Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 149,660 Phoenix Biotech Acquisition Corp. Unit shares in Q4 2022, an estimated $1.51M.
Schechter Investment Advisors first reported a position in Phoenix Biotech Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Phoenix Biotech Acquisition Corp. Unit position peaked at $1.65M in Q4 2021.
3 funds tracked by Wall St. Rank held Phoenix Biotech Acquisition Corp. Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.