Schechter Investment Advisors’s Progress Acquisition Corp. Units PGRWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-65,400	Closed	-$655K	–	967
2022 Q3	$655K	Sell	65,400 -9,900	-13%	-$98.7K	0.06%	419
2022 Q2	$743K	Sell	75,300 -4,100	-5%	-$40.7K	0.07%	386
2022 Q1	$787K	Sell	79,400 -5,800	-7%	-$57.6K	0.07%	391
2021 Q4	$851K	Buy	+85,200	New	+$853K	0.08%	365

Other funds holding PGRWU

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Progress Acquisition Corp. Units (PGRWU) in Q4 2022, closing a stake of 65,400 shares — an estimated $655K sold.

Schechter Investment Advisors first reported a position in PGRWU in Q4 2021 and held it in 4 quarters. The position peaked at $851K in Q4 2021. 4 funds tracked by Wall St. Rank hold PGRWU as of Q4 2022.

Schechter Investment Advisors reported no remaining Progress Acquisition Corp. Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 65,400 Progress Acquisition Corp. Units shares in Q4 2022, an estimated $655K.
Schechter Investment Advisors first reported a position in Progress Acquisition Corp. Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Progress Acquisition Corp. Units position peaked at $851K in Q4 2021.
4 funds tracked by Wall St. Rank held Progress Acquisition Corp. Units as of Q4 2022.

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