Schechter Investment Advisors’s SBC Medical Group Warrants SBCWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-358,150
Closed -$53.7K 715
2024
Q3
$53.7K Sell
358,150
-10,000
-3% -$1.03K ﹤0.01% 622
2024
Q2
$26.1K Sell
368,150
-5,000
-1% -$364 ﹤0.01% 605
2024
Q1
$11.2K Hold
373,150
﹤0.01% 634
2023
Q4
$10.5K Hold
373,150
﹤0.01% 616
2023
Q3
$22.4K Sell
373,150
-11,500
-3% -$612 ﹤0.01% 592
2023
Q2
$22.9K Sell
384,650
-1,260
-0.3% -$59 ﹤0.01% 633
2023
Q1
$18.3K Sell
385,910
-9,700
-2% -$628 ﹤0.01% 669
2022
Q4
$21.8K Buy
+395,610
New +$18.4K ﹤0.01% 818

Other funds holding SBCWW

Schechter Investment Advisors's SBCWW Position: Q4 2024 in Review

Schechter Investment Advisors sold out of SBC Medical Group Warrants (SBCWW) in Q4 2024, closing a stake of 358,150 shares — an estimated $53.7K sold.

Schechter Investment Advisors first reported a position in SBCWW in Q4 2022 and held it in 8 quarters. The position peaked at $53.7K in Q3 2024. 22 funds tracked by Wall St. Rank hold SBCWW as of Q4 2024.

  • Schechter Investment Advisors reported no remaining SBC Medical Group Warrants position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 358,150 SBC Medical Group Warrants shares in Q4 2024, an estimated $53.7K.
  • Schechter Investment Advisors first reported a position in SBC Medical Group Warrants in Q4 2022 and held it in 8 quarters.
  • Schechter Investment Advisors's SBC Medical Group Warrants position peaked at $53.7K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held SBC Medical Group Warrants as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.