Schechter Investment Advisors’s PowerUp Acquisition Corp. Unit PWUPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100,904	Closed	-$1.06M	–	703
2023 Q1	$1.06M	Hold	100,904	–	–	0.1%	240
2022 Q4	$1.04M	Sell	100,904 -6,441	-6%	-$65.8K	0.09%	274
2022 Q3	$1.09M	Sell	107,345 -2,000	-2%	-$20.2K	0.11%	248
2022 Q2	$1.1M	Sell	109,345 -15,196	-12%	-$153K	0.11%	254
2022 Q1	$1.25M	Buy	+124,541	New	+$1.25M	0.12%	222

Other funds holding PWUPU

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

Schechter Investment Advisors sold out of PowerUp Acquisition Corp. Unit (PWUPU) in Q2 2023, closing a stake of 100,904 shares — an estimated $1.06M sold.

Schechter Investment Advisors first reported a position in PWUPU in Q1 2022 and held it in 5 quarters. The position peaked at $1.25M in Q1 2022. 2 funds tracked by Wall St. Rank hold PWUPU as of Q2 2023.

Schechter Investment Advisors reported no remaining PowerUp Acquisition Corp. Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 100,904 PowerUp Acquisition Corp. Unit shares in Q2 2023, an estimated $1.06M.
Schechter Investment Advisors first reported a position in PowerUp Acquisition Corp. Unit in Q1 2022 and held it in 5 quarters.
Schechter Investment Advisors's PowerUp Acquisition Corp. Unit position peaked at $1.25M in Q1 2022.
2 funds tracked by Wall St. Rank held PowerUp Acquisition Corp. Unit as of Q2 2023.

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