SIA
PORT.U

Schechter Investment Advisors’s Southport Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one warrant PORT.U Stock Holding History

Schechter Investment Advisors’s Portfolio PORT.U Stock Details PORT.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38,310
Closed -$416K – 720
2023
Q1 		$416K Sell
38,310
-1,277
-3% -$13.2K 0.04% 451
2022
Q4 		$401K Hold
39,587
– – 0.04% 559
2022
Q3 		$397K Hold
39,587
– – 0.04% 580
2022
Q2 		$395K Buy
39,587
+7,277
+23% +$73K 0.04% 605
2022
Q1 		$323K Hold
32,310
– – 0.03% 682
2021
Q4 		$323K Buy
+32,310
New +$323K 0.03% 653

Other funds holding PORT.U

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return