Schechter Investment Advisors’s Pearl Holdings Acquisition Corp Unit PRLHU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-64,290	Closed	-$672K	–	770
2023 Q1	$672K	Sell	64,290 -880	-1%	-$9.14K	0.06%	342
2022 Q4	$667K	Sell	65,170 -500	-0.8%	-$5.07K	0.06%	418
2022 Q3	$657K	Sell	65,670 -4,500	-6%	-$44.9K	0.06%	418
2022 Q2	$695K	Sell	70,170 -10,500	-13%	-$105K	0.07%	411
2022 Q1	$808K	Buy	80,670 +51,620	+178%	+$515K	0.08%	381
2021 Q4	$290K	Buy	+29,050	New	+$290K	0.03%	685

Other funds holding PRLHU

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schechter Investment Advisors's PRLHU Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Pearl Holdings Acquisition Corp Unit (PRLHU) in Q2 2023, closing a stake of 64,290 shares — an estimated $672K sold.

Schechter Investment Advisors first reported a position in PRLHU in Q4 2021 and held it in 6 quarters. The position peaked at $808K in Q1 2022. 1 fund tracked by Wall St. Rank holds PRLHU as of Q2 2023.

Schechter Investment Advisors reported no remaining Pearl Holdings Acquisition Corp Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 64,290 Pearl Holdings Acquisition Corp Unit shares in Q2 2023, an estimated $672K.
Schechter Investment Advisors first reported a position in Pearl Holdings Acquisition Corp Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Pearl Holdings Acquisition Corp Unit position peaked at $808K in Q1 2022.
1 fund tracked by Wall St. Rank held Pearl Holdings Acquisition Corp Unit as of Q2 2023.

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