Schechter Investment Advisors’s Revelstone Capital Acquisition Corp. Unit RCACU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,300	Closed	-$105K	–	781
2023 Q1	$105K	Hold	10,300	–	–	0.01%	646
2022 Q4	$103K	Hold	10,300	–	–	0.01%	796
2022 Q3	$102K	Sell	10,300 -3,000	-23%	-$29.7K	0.01%	897
2022 Q2	$131K	Sell	13,300 -5,840	-31%	-$57.7K	0.01%	886
2022 Q1	$189K	Buy	19,140 +4,500	+31%	+$44.7K	0.02%	848
2021 Q4	$144K	Buy	+14,640	New	+$145K	0.01%	825

Other funds holding RCACU

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Revelstone Capital Acquisition Corp. Unit (RCACU) in Q2 2023, closing a stake of 10,300 shares — an estimated $105K sold.

Schechter Investment Advisors first reported a position in RCACU in Q4 2021 and held it in 6 quarters. The position peaked at $189K in Q1 2022. 4 funds tracked by Wall St. Rank hold RCACU as of Q2 2023.

Schechter Investment Advisors reported no remaining Revelstone Capital Acquisition Corp. Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 10,300 Revelstone Capital Acquisition Corp. Unit shares in Q2 2023, an estimated $105K.
Schechter Investment Advisors first reported a position in Revelstone Capital Acquisition Corp. Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Revelstone Capital Acquisition Corp. Unit position peaked at $189K in Q1 2022.
4 funds tracked by Wall St. Rank held Revelstone Capital Acquisition Corp. Unit as of Q2 2023.

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