Schechter Investment Advisors’s Pivotal Investment Corporation III PICC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,012
Closed -$131K 738
2023
Q2
$131K Buy
+13,012
New +$131K 0.01% 604
2023
Q1
Sell
-86,280
Closed -$873K 925
2022
Q4
$873K Buy
+86,280
New +$860K 0.08% 336

Schechter Investment Advisors's PICC Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Pivotal Investment Corporation III (PICC) in Q3 2023, closing a stake of 13,012 shares — an estimated $131K sold.

Schechter Investment Advisors first reported a position in PICC in Q4 2022 and held it in 2 quarters. The position peaked at $873K in Q4 2022. 0 funds tracked by Wall St. Rank hold PICC as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Pivotal Investment Corporation III position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 13,012 Pivotal Investment Corporation III shares in Q3 2023, an estimated $131K.
  • Schechter Investment Advisors first reported a position in Pivotal Investment Corporation III in Q4 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Pivotal Investment Corporation III position peaked at $873K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Pivotal Investment Corporation III as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.