Schechter Investment Advisors’s Trailblazer Merger Corp I TBMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-233,799	Closed	-$2.57M	–	699
2024 Q3	$2.57M	Sell	233,799 -100,076	-30%	-$1.09M	0.19%	98
2024 Q2	$3.61M	Sell	333,875 -97,396	-23%	-$1.05M	0.27%	65
2024 Q1	$4.56M	Sell	431,271 -20,980	-5%	-$221K	0.34%	53
2023 Q4	$4.73M	Buy	452,251 +219,651	+94%	+$2.28M	0.41%	47
2023 Q3	$2.4M	Sell	232,600 -2,600	-1%	-$26.7K	0.23%	81
2023 Q2	$2.39M	Buy	+235,200	New	+$2.38M	0.22%	86

Other funds holding TBMC

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

ASM

ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

HCI

Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Trailblazer Merger Corp I (TBMC) in Q4 2024, closing a stake of 233,799 shares — an estimated $2.57M sold.

Schechter Investment Advisors first reported a position in TBMC in Q2 2023 and held it in 6 quarters. The position peaked at $4.73M in Q4 2023. 16 funds tracked by Wall St. Rank hold TBMC as of Q4 2024.

Schechter Investment Advisors reported no remaining Trailblazer Merger Corp I position as of Q4 2024 after selling out during the quarter.
Schechter Investment Advisors sold 233,799 Trailblazer Merger Corp I shares in Q4 2024, an estimated $2.57M.
Schechter Investment Advisors first reported a position in Trailblazer Merger Corp I in Q2 2023 and held it in 6 quarters.
Schechter Investment Advisors's Trailblazer Merger Corp I position peaked at $4.73M in Q4 2023.
16 funds tracked by Wall St. Rank held Trailblazer Merger Corp I as of Q4 2024.

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