Schechter Investment Advisors’s TZP Strategies Acquisition Corp. Unit TZPSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-70,975
Closed -$719K 904
2022
Q4
$719K Sell
70,975
-2,310
-3% -$23.1K 0.07% 391
2022
Q3
$728K Sell
73,285
-3,068
-4% -$30.4K 0.07% 386
2022
Q2
$751K Sell
76,353
-18,130
-19% -$179K 0.07% 381
2022
Q1
$932K Sell
94,483
-2,873
-3% -$28.4K 0.09% 333
2021
Q4
$965K Buy
+97,356
New +$968K 0.09% 315

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

Schechter Investment Advisors sold out of TZP Strategies Acquisition Corp. Unit (TZPSU) in Q1 2023, closing a stake of 70,975 shares — an estimated $719K sold.

Schechter Investment Advisors first reported a position in TZPSU in Q4 2021 and held it in 5 quarters. The position peaked at $965K in Q4 2021. 0 funds tracked by Wall St. Rank hold TZPSU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining TZP Strategies Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 70,975 TZP Strategies Acquisition Corp. Unit shares in Q1 2023, an estimated $719K.
  • Schechter Investment Advisors first reported a position in TZP Strategies Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's TZP Strategies Acquisition Corp. Unit position peaked at $965K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held TZP Strategies Acquisition Corp. Unit as of Q1 2023.

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