Schechter Investment Advisors’s SilverBox Corp IV SBXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$2.08M Sell
204,515
-31,269
-13% -$317K 0.17% 119
2024
Q4
$2.38M Buy
+235,784
New +$2.37M 0.18% 108

Other funds holding SBXD

Schechter Investment Advisors's SBXD Position: Q1 2025 in Review

Schechter Investment Advisors reduced its SilverBox Corp IV (SBXD) stake by 13% in Q1 2025, selling an estimated $317K and leaving 204,515 shares worth $2.08M. The position accounts for 0.17% of the portfolio, ranked #119.

Schechter Investment Advisors first reported a position in SBXD in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.38M in Q4 2024. 35 funds tracked by Wall St. Rank hold SBXD as of Q1 2025.

  • Schechter Investment Advisors held 204,515 shares of SilverBox Corp IV worth $2.08M as of Q1 2025.
  • Schechter Investment Advisors sold 31,269 SilverBox Corp IV shares in Q1 2025, an estimated $317K.
  • SilverBox Corp IV made up 0.17% of Schechter Investment Advisors's portfolio in Q1 2025, its #119 holding.
  • Schechter Investment Advisors first reported a position in SilverBox Corp IV in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's SilverBox Corp IV position peaked at $2.38M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held SilverBox Corp IV as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.