Schechter Investment Advisors’s Plum Acquisition Corp. III Unit PLMJU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-635,592
Closed -$6.24M 902
2022
Q3
$6.24M Buy
635,592
+16,534
+3% +$162K 0.62% 17
2022
Q2
$6M Buy
619,058
+61,219
+11% +$597K 0.58% 21
2022
Q1
$5.46M Sell
557,839
-13,887
-2% -$136K 0.51% 25
2021
Q4
$5.63M Buy
+571,726
New +$5.67M 0.51% 29

Other funds holding PLMJU

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

Schechter Investment Advisors sold out of Plum Acquisition Corp. III Unit (PLMJU) in Q4 2022, closing a stake of 635,592 shares — an estimated $6.24M sold.

Schechter Investment Advisors first reported a position in PLMJU in Q4 2021 and held it in 4 quarters. The position peaked at $6.24M in Q3 2022. 19 funds tracked by Wall St. Rank hold PLMJU as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Plum Acquisition Corp. III Unit position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 635,592 Plum Acquisition Corp. III Unit shares in Q4 2022, an estimated $6.24M.
  • Schechter Investment Advisors first reported a position in Plum Acquisition Corp. III Unit in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's Plum Acquisition Corp. III Unit position peaked at $6.24M in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Plum Acquisition Corp. III Unit as of Q4 2022.

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