Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-83,770
Closed -$844K 779
2022
Q4
$844K Hold
83,770
0.08% 351
2022
Q3
$829K Buy
83,770
+19,225
+30% +$189K 0.08% 346
2022
Q2
$631K Sell
64,545
-1,055
-2% -$10.3K 0.06% 451
2022
Q1
$642K Hold
65,600
0.06% 456
2021
Q4
$638K Buy
+65,600
New +$641K 0.06% 443

Other funds holding TWOA

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

Schechter Investment Advisors sold out of two (TWOA) in Q1 2023, closing a stake of 83,770 shares — an estimated $844K sold.

Schechter Investment Advisors first reported a position in TWOA in Q4 2021 and held it in 5 quarters. The position peaked at $844K in Q4 2022. 44 funds tracked by Wall St. Rank hold TWOA as of Q1 2023.

  • Schechter Investment Advisors reported no remaining two position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 83,770 two shares in Q1 2023, an estimated $844K.
  • Schechter Investment Advisors first reported a position in two in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's two position peaked at $844K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held two as of Q1 2023.

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