Schechter Investment Advisors’s Spring Valley Acquisition Corp II Unit SVIIU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-128,600	Closed	-$1.4M	–	682
2023 Q3	$1.4M	Hold	128,600	–	–	0.14%	157
2023 Q2	$1.38M	Sell	128,600 -1,000	-0.8%	-$10.7K	0.12%	182
2023 Q1	$1.31M	Hold	129,600	–	–	0.12%	195
2022 Q4	$1.34M	Buy	+129,600	New	+$1.33M	0.12%	208

Other funds holding SVIIU

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return

Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Schechter Investment Advisors's SVIIU Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Spring Valley Acquisition Corp II Unit (SVIIU) in Q4 2023, closing a stake of 128,600 shares — an estimated $1.4M sold.

Schechter Investment Advisors first reported a position in SVIIU in Q4 2022 and held it in 4 quarters. The position peaked at $1.4M in Q3 2023. 6 funds tracked by Wall St. Rank hold SVIIU as of Q4 2023.

Schechter Investment Advisors reported no remaining Spring Valley Acquisition Corp II Unit position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 128,600 Spring Valley Acquisition Corp II Unit shares in Q4 2023, an estimated $1.4M.
Schechter Investment Advisors first reported a position in Spring Valley Acquisition Corp II Unit in Q4 2022 and held it in 4 quarters.
Schechter Investment Advisors's Spring Valley Acquisition Corp II Unit position peaked at $1.4M in Q3 2023.
6 funds tracked by Wall St. Rank held Spring Valley Acquisition Corp II Unit as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.