SIA
UTAA

Schechter Investment Advisors’s UTA Acquisition Corporation Class A Ordinary Shares UTAA Stock Holding History

Schechter Investment Advisors’s Portfolio UTAA Stock Details UTAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-973,485
Closed -$10.3M – 714
2023
Q2 		$10.3M Buy
973,485
+513,905
+112% +$5.4M 0.92% 20
2023
Q1 		$4.78M Buy
459,580
+108,700
+31% +$1.12M 0.44% 39
2022
Q4 		$3.58M Buy
+350,880
New +$3.55M 0.33% 49

Schechter Investment Advisors's UTAA Position: Q3 2023 in Review

Schechter Investment Advisors sold out of UTA Acquisition Corporation Class A Ordinary Shares (UTAA) in Q3 2023, closing a stake of 973,485 shares — an estimated $10.3M sold.

Schechter Investment Advisors first reported a position in UTAA in Q4 2022 and held it in 3 quarters. The position peaked at $10.3M in Q2 2023. 0 funds tracked by Wall St. Rank hold UTAA as of Q3 2023.

  • Schechter Investment Advisors reported no remaining UTA Acquisition Corporation Class A Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 973,485 UTA Acquisition Corporation Class A Ordinary Shares shares in Q3 2023, an estimated $10.3M.
  • Schechter Investment Advisors first reported a position in UTA Acquisition Corporation Class A Ordinary Shares in Q4 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's UTA Acquisition Corporation Class A Ordinary Shares position peaked at $10.3M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held UTA Acquisition Corporation Class A Ordinary Shares as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.