Schechter Investment Advisors’s Valuence Merger Corp. I Class A Ordinary Shares VMCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-138,700	Closed	-$1.6M	–	706
2024 Q4	$1.6M	Sell	138,700 -31,200	-18%	-$359K	0.12%	164
2024 Q3	$1.96M	Sell	169,900 -40,300	-19%	-$463K	0.14%	141
2024 Q2	$2.4M	Buy	+210,200	New	+$2.4M	0.18%	100

Other funds holding VMCA

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Schechter Investment Advisors's VMCA Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Valuence Merger Corp. I Class A Ordinary Shares (VMCA) in Q1 2025, closing a stake of 138,700 shares — an estimated $1.6M sold.

Schechter Investment Advisors first reported a position in VMCA in Q2 2024 and held it in 3 quarters. The position peaked at $2.4M in Q2 2024. 2 funds tracked by Wall St. Rank hold VMCA as of Q1 2025.

Schechter Investment Advisors reported no remaining Valuence Merger Corp. I Class A Ordinary Shares position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 138,700 Valuence Merger Corp. I Class A Ordinary Shares shares in Q1 2025, an estimated $1.6M.
Schechter Investment Advisors first reported a position in Valuence Merger Corp. I Class A Ordinary Shares in Q2 2024 and held it in 3 quarters.
Schechter Investment Advisors's Valuence Merger Corp. I Class A Ordinary Shares position peaked at $2.4M in Q2 2024.
2 funds tracked by Wall St. Rank held Valuence Merger Corp. I Class A Ordinary Shares as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.