Schechter Investment Advisors’s Goal Acquisitions Corp. Unit PUCKU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-140,000	Closed	-$1.41M	–	915
2022 Q4	$1.41M	Hold	140,000	–	–	0.13%	192
2022 Q3	$1.38M	Buy	140,000 +3,500	+3%	+$34.7K	0.14%	193
2022 Q2	$1.35M	Sell	136,500 -12,700	-9%	-$127K	0.13%	192
2022 Q1	$1.5M	Sell	149,200 -8,485	-5%	-$85.6K	0.14%	173
2021 Q4	$1.61M	Buy	+157,685	New	+$1.63M	0.15%	164

Other funds holding PUCKU

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Goal Acquisitions Corp. Unit (PUCKU) in Q1 2023, closing a stake of 140,000 shares — an estimated $1.41M sold.

Schechter Investment Advisors first reported a position in PUCKU in Q4 2021 and held it in 5 quarters. The position peaked at $1.61M in Q4 2021. 4 funds tracked by Wall St. Rank hold PUCKU as of Q1 2023.

Schechter Investment Advisors reported no remaining Goal Acquisitions Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 140,000 Goal Acquisitions Corp. Unit shares in Q1 2023, an estimated $1.41M.
Schechter Investment Advisors first reported a position in Goal Acquisitions Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Goal Acquisitions Corp. Unit position peaked at $1.61M in Q4 2021.
4 funds tracked by Wall St. Rank held Goal Acquisitions Corp. Unit as of Q1 2023.

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