Schechter Investment Advisors’s Priveterra Acquisition Corp. II Unit PMGMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-128,000	Closed	-$1.28M	–	1075
2022 Q3	$1.28M	Sell	128,000 -14,700	-10%	-$147K	0.13%	212
2022 Q2	$1.42M	Sell	142,700 -31,400	-18%	-$313K	0.14%	173
2022 Q1	$1.73M	Sell	174,100 -12,950	-7%	-$130K	0.16%	132
2021 Q4	$1.88M	Buy	+187,050	New	+$1.89M	0.17%	131

Other funds holding PMGMU

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Priveterra Acquisition Corp. II Unit (PMGMU) in Q4 2022, closing a stake of 128,000 shares — an estimated $1.28M sold.

Schechter Investment Advisors first reported a position in PMGMU in Q4 2021 and held it in 4 quarters. The position peaked at $1.88M in Q4 2021. 4 funds tracked by Wall St. Rank hold PMGMU as of Q4 2022.

Schechter Investment Advisors reported no remaining Priveterra Acquisition Corp. II Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 128,000 Priveterra Acquisition Corp. II Unit shares in Q4 2022, an estimated $1.28M.
Schechter Investment Advisors first reported a position in Priveterra Acquisition Corp. II Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Priveterra Acquisition Corp. II Unit position peaked at $1.88M in Q4 2021.
4 funds tracked by Wall St. Rank held Priveterra Acquisition Corp. II Unit as of Q4 2022.

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