SIA
PICC.U

Schechter Investment Advisors’s Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant PICC.U Stock Holding History

Schechter Investment Advisors’s Portfolio PICC.U Stock Details PICC.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,500
Closed -$223K – 784
2023
Q1 		$223K Hold
22,500
– – 0.02% 590
2022
Q4 		$227K Sell
22,500
-86,280
-79% -$859K 0.02% 712
2022
Q3 		$1.07M Hold
108,780
– – 0.11% 255
2022
Q2 		$1.07M Buy
108,780
+510
+0.5% +$5.02K 0.1% 268
2022
Q1 		$1.06M Sell
108,270
-664
-0.6% -$6.52K 0.1% 288
2021
Q4 		$1.08M Buy
+108,934
New +$1.08M 0.1% 276

Schechter Investment Advisors's PICC.U Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant (PICC.U) in Q2 2023, closing a stake of 22,500 shares — an estimated $223K sold.

Schechter Investment Advisors first reported a position in PICC.U in Q4 2021 and held it in 6 quarters. The position peaked at $1.08M in Q4 2021. 0 funds tracked by Wall St. Rank hold PICC.U as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 22,500 Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant shares in Q2 2023, an estimated $223K.
  • Schechter Investment Advisors first reported a position in Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant position peaked at $1.08M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and one-fifth of one redeemable warrant as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.