Schechter Investment Advisors’s 7GC & Co Holdings Unit VIIAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-129,825	Closed	-$1.29M	–	942
2022 Q3	$1.29M	Hold	129,825	–	–	0.13%	210
2022 Q2	$1.27M	Hold	129,825	–	–	0.12%	207
2022 Q1	$1.28M	Sell	129,825 -900	-0.7%	-$8.93K	0.12%	216
2021 Q4	$1.31M	Buy	+130,725	New	+$1.32M	0.12%	223

Other funds holding VIIAU

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

Schechter Investment Advisors's VIIAU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of 7GC & Co Holdings Unit (VIIAU) in Q4 2022, closing a stake of 129,825 shares — an estimated $1.29M sold.

Schechter Investment Advisors first reported a position in VIIAU in Q4 2021 and held it in 4 quarters. The position peaked at $1.31M in Q4 2021. 3 funds tracked by Wall St. Rank hold VIIAU as of Q4 2022.

Schechter Investment Advisors reported no remaining 7GC & Co Holdings Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 129,825 7GC & Co Holdings Unit shares in Q4 2022, an estimated $1.29M.
Schechter Investment Advisors first reported a position in 7GC & Co Holdings Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's 7GC & Co Holdings Unit position peaked at $1.31M in Q4 2021.
3 funds tracked by Wall St. Rank held 7GC & Co Holdings Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.