Schechter Investment Advisors’s Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant PDOT.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-186,372
Closed -$1.88M 869
2022
Q4
$1.88M Sell
186,372
-7,380
-4% -$73.9K 0.17% 125
2022
Q3
$1.92M Buy
193,752
+68,204
+54% +$674K 0.19% 101
2022
Q2
$1.23M Sell
125,548
-98
-0.1% -$964 0.12% 212
2022
Q1
$1.23M Sell
125,646
-4,123
-3% -$40.5K 0.11% 232
2021
Q4
$1.29M Buy
+129,769
New +$1.29M 0.12% 226

Schechter Investment Advisors's PDOT.U Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant (PDOT.U) in Q1 2023, closing a stake of 186,372 shares — an estimated $1.88M sold.

Schechter Investment Advisors first reported a position in PDOT.U in Q4 2021 and held it in 5 quarters. The position peaked at $1.92M in Q3 2022. 0 funds tracked by Wall St. Rank hold PDOT.U as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 186,372 Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant shares in Q1 2023, an estimated $1.88M.
  • Schechter Investment Advisors first reported a position in Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant position peaked at $1.92M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Peridot Acquisition Corp. II Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant as of Q1 2023.

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