Schechter Investment Advisors’s Schultze Special Purpose Acquisition Corp. II Units SAMAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-153,790	Closed	-$1.55M	–	821
2022 Q4	$1.55M	Hold	153,790	–	–	0.14%	171
2022 Q3	$1.53M	Sell	153,790 -3,000	-2%	-$29.9K	0.15%	152
2022 Q2	$1.55M	Buy	156,790 +13,000	+9%	+$129K	0.15%	145
2022 Q1	$1.43M	Sell	143,790 -3,000	-2%	-$29.8K	0.13%	181
2021 Q4	$1.5M	Buy	+146,790	New	+$1.47M	0.13%	186

Other funds holding SAMAU

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

SFM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Schultze Special Purpose Acquisition Corp. II Units (SAMAU) in Q1 2023, closing a stake of 153,790 shares — an estimated $1.55M sold.

Schechter Investment Advisors first reported a position in SAMAU in Q4 2021 and held it in 5 quarters. The position peaked at $1.55M in Q4 2022. 3 funds tracked by Wall St. Rank hold SAMAU as of Q1 2023.

Schechter Investment Advisors reported no remaining Schultze Special Purpose Acquisition Corp. II Units position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 153,790 Schultze Special Purpose Acquisition Corp. II Units shares in Q1 2023, an estimated $1.55M.
Schechter Investment Advisors first reported a position in Schultze Special Purpose Acquisition Corp. II Units in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Schultze Special Purpose Acquisition Corp. II Units position peaked at $1.55M in Q4 2022.
3 funds tracked by Wall St. Rank held Schultze Special Purpose Acquisition Corp. II Units as of Q1 2023.

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