Schechter Investment Advisors’s ROC Energy Acquisition Corp. Unit ROCAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-171,930	Closed	-$1.8M	–	838
2022 Q4	$1.8M	Hold	171,930	–	–	0.16%	132
2022 Q3	$1.73M	Hold	171,930	–	–	0.17%	126
2022 Q2	$1.73M	Hold	171,930	–	–	0.17%	120
2022 Q1	$1.75M	Sell	171,930 -2,000	-1%	-$20.2K	0.16%	129
2021 Q4	$1.76M	Buy	+173,930	New	+$1.75M	0.16%	147

Other funds holding ROCAU

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

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

Schechter Investment Advisors sold out of ROC Energy Acquisition Corp. Unit (ROCAU) in Q1 2023, closing a stake of 171,930 shares — an estimated $1.8M sold.

Schechter Investment Advisors first reported a position in ROCAU in Q4 2021 and held it in 5 quarters. The position peaked at $1.8M in Q4 2022. 1 fund tracked by Wall St. Rank holds ROCAU as of Q1 2023.

Schechter Investment Advisors reported no remaining ROC Energy Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 171,930 ROC Energy Acquisition Corp. Unit shares in Q1 2023, an estimated $1.8M.
Schechter Investment Advisors first reported a position in ROC Energy Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's ROC Energy Acquisition Corp. Unit position peaked at $1.8M in Q4 2022.
1 fund tracked by Wall St. Rank held ROC Energy Acquisition Corp. Unit as of Q1 2023.

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