Schechter Investment Advisors’s Pine Technology Acquisition Corp. Class A Common Stock PTOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-150,612	Closed	-$1.51M	–	871
2022 Q4	$1.51M	Sell	150,612 -3,180	-2%	-$31.6K	0.14%	177
2022 Q3	$1.51M	Hold	153,792	–	–	0.15%	158
2022 Q2	$1.5M	Buy	153,792 +14,679	+11%	+$143K	0.15%	155
2022 Q1	$1.36M	Buy	+139,113	New	+$1.37M	0.13%	200

Other funds holding PTOC

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Schechter Investment Advisors's PTOC Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Pine Technology Acquisition Corp. Class A Common Stock (PTOC) in Q1 2023, closing a stake of 150,612 shares — an estimated $1.51M sold.

Schechter Investment Advisors first reported a position in PTOC in Q1 2022 and held it in 4 quarters. The position peaked at $1.51M in Q4 2022. 1 fund tracked by Wall St. Rank holds PTOC as of Q1 2023.

Schechter Investment Advisors reported no remaining Pine Technology Acquisition Corp. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 150,612 Pine Technology Acquisition Corp. Class A Common Stock shares in Q1 2023, an estimated $1.51M.
Schechter Investment Advisors first reported a position in Pine Technology Acquisition Corp. Class A Common Stock in Q1 2022 and held it in 4 quarters.
Schechter Investment Advisors's Pine Technology Acquisition Corp. Class A Common Stock position peaked at $1.51M in Q4 2022.
1 fund tracked by Wall St. Rank held Pine Technology Acquisition Corp. Class A Common Stock as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.