Schechter Investment Advisors’s UTA Acquisition Corporation Units UTAAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-37,800	Closed	-$400K	–	713
2023 Q2	$400K	Hold	37,800	–	–	0.04%	425
2023 Q1	$396K	Hold	37,800	–	–	0.04%	462
2022 Q4	$380K	Hold	37,800	–	–	0.03%	571
2022 Q3	$382K	Hold	37,800	–	–	0.04%	600
2022 Q2	$380K	Sell	37,800 -10,200	-21%	-$105K	0.04%	622
2022 Q1	$480K	Hold	48,000	–	–	0.04%	544
2021 Q4	$484K	Buy	+48,000	New	+$481K	0.04%	511

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

Schechter Investment Advisors sold out of UTA Acquisition Corporation Units (UTAAU) in Q3 2023, closing a stake of 37,800 shares — an estimated $400K sold.

Schechter Investment Advisors first reported a position in UTAAU in Q4 2021 and held it in 7 quarters. The position peaked at $484K in Q4 2021. 0 funds tracked by Wall St. Rank hold UTAAU as of Q3 2023.

Schechter Investment Advisors reported no remaining UTA Acquisition Corporation Units position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 37,800 UTA Acquisition Corporation Units shares in Q3 2023, an estimated $400K.
Schechter Investment Advisors first reported a position in UTA Acquisition Corporation Units in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's UTA Acquisition Corporation Units position peaked at $484K in Q4 2021.
0 funds tracked by Wall St. Rank held UTA Acquisition Corporation Units as of Q3 2023.

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