SIA
REE

Schechter Investment Advisors’s REE Automotive REE Stock Holding History

Schechter Investment Advisors’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,622
Closed -$7.13K – 676
2023
Q3 		$7.13K Sell
1,622
-740
-31% -$5.64K ﹤0.01% 610
2023
Q2 		$26.9K Sell
2,362
-4
-0.2% -$43 ﹤0.01% 629
2023
Q1 		$23.1K Hold
2,366
– – ﹤0.01% 667
2022
Q4 		$27.6K Hold
2,366
– – ﹤0.01% 816
2022
Q3 		$48K Buy
+2,366
New +$81.4K ﹤0.01% 919
2022
Q1 		– Sell
-498
Closed -$83K – 965
2021
Q4 		$83K Buy
+498
New +$62.4K 0.01% 851

Other funds holding REE

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SGL
Sonic GP LLC Honolulu, Hawaii $45.4M AUM 5.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $572M AUM 23.09% 1-Year Est. Return

Schechter Investment Advisors's REE Position: Q4 2023 in Review

Schechter Investment Advisors sold out of REE Automotive (REE) in Q4 2023, closing a stake of 1,622 shares — an estimated $7.13K sold.

Schechter Investment Advisors first reported a position in REE in Q4 2021 and held it in 6 quarters. The position peaked at $83K in Q4 2021. 23 funds tracked by Wall St. Rank hold REE as of Q4 2023.

  • Schechter Investment Advisors reported no remaining REE Automotive position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,622 REE Automotive shares in Q4 2023, an estimated $7.13K.
  • Schechter Investment Advisors first reported a position in REE Automotive in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's REE Automotive position peaked at $83K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held REE Automotive as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.