Schechter Investment Advisors’s Tristar Acquisition I Corp. TRIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,626	Closed	-$265K	–	716
2023 Q1	$265K	Hold	25,626	–	–	0.02%	549
2022 Q4	$259K	Hold	25,626	–	–	0.02%	677
2022 Q3	$254K	Hold	25,626	–	–	0.03%	762
2022 Q2	$252K	Buy	25,626 +11,784	+85%	+$116K	0.02%	768
2022 Q1	$136K	Buy	+13,842	New	+$135K	0.01%	871

Other funds holding TRIS

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Schechter Investment Advisors's TRIS Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Tristar Acquisition I Corp. (TRIS) in Q2 2023, closing a stake of 25,626 shares — an estimated $265K sold.

Schechter Investment Advisors first reported a position in TRIS in Q1 2022 and held it in 5 quarters. The position peaked at $265K in Q1 2023. 50 funds tracked by Wall St. Rank hold TRIS as of Q2 2023.

Schechter Investment Advisors reported no remaining Tristar Acquisition I Corp. position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 25,626 Tristar Acquisition I Corp. shares in Q2 2023, an estimated $265K.
Schechter Investment Advisors first reported a position in Tristar Acquisition I Corp. in Q1 2022 and held it in 5 quarters.
Schechter Investment Advisors's Tristar Acquisition I Corp. position peaked at $265K in Q1 2023.
50 funds tracked by Wall St. Rank held Tristar Acquisition I Corp. as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.