Schechter Investment Advisors’s ScION Tech Growth II Units SCOBU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-42,124
Closed -$425K 896
2022
Q4
$425K Sell
42,124
-1,220
-3% -$12.2K 0.04% 545
2022
Q3
$430K Buy
43,344
+11,289
+35% +$111K 0.04% 556
2022
Q2
$315K Hold
32,055
0.03% 694
2022
Q1
$315K Hold
32,055
0.03% 692
2021
Q4
$317K Buy
+32,055
New +$319K 0.03% 665

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

Schechter Investment Advisors sold out of ScION Tech Growth II Units (SCOBU) in Q1 2023, closing a stake of 42,124 shares — an estimated $425K sold.

Schechter Investment Advisors first reported a position in SCOBU in Q4 2021 and held it in 5 quarters. The position peaked at $430K in Q3 2022. 0 funds tracked by Wall St. Rank hold SCOBU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining ScION Tech Growth II Units position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 42,124 ScION Tech Growth II Units shares in Q1 2023, an estimated $425K.
  • Schechter Investment Advisors first reported a position in ScION Tech Growth II Units in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's ScION Tech Growth II Units position peaked at $430K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held ScION Tech Growth II Units as of Q1 2023.

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