SIA
PRLH

Schechter Investment Advisors’s Pearl Holdings Acquisition Corp Class A Ordinary Shares PRLH Stock Holding History

Schechter Investment Advisors’s Portfolio PRLH Stock Details PRLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,798
Closed -$409K – 689
2023
Q2 		$409K Sell
38,798
-64,546
-62% -$677K 0.04% 420
2023
Q1 		$1.08M Sell
103,344
-3,400
-3% -$35.2K 0.1% 236
2022
Q4 		$1.09M Buy
106,744
+51,700
+94% +$523K 0.1% 265
2022
Q3 		$549K Buy
55,044
+1,400
+3% +$13.9K 0.05% 481
2022
Q2 		$531K Buy
+53,644
New +$531K 0.05% 508

Other funds holding PRLH

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Pearl Holdings Acquisition Corp Class A Ordinary Shares (PRLH) in Q3 2023, closing a stake of 38,798 shares — an estimated $409K sold.

Schechter Investment Advisors first reported a position in PRLH in Q2 2022 and held it in 5 quarters. The position peaked at $1.09M in Q4 2022. 53 funds tracked by Wall St. Rank hold PRLH as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Pearl Holdings Acquisition Corp Class A Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 38,798 Pearl Holdings Acquisition Corp Class A Ordinary Shares shares in Q3 2023, an estimated $409K.
  • Schechter Investment Advisors first reported a position in Pearl Holdings Acquisition Corp Class A Ordinary Shares in Q2 2022 and held it in 5 quarters.
  • Schechter Investment Advisors's Pearl Holdings Acquisition Corp Class A Ordinary Shares position peaked at $1.09M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Pearl Holdings Acquisition Corp Class A Ordinary Shares as of Q3 2023.

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