Schechter Investment Advisors’s Waverley Capital Acquisition Corp. 1 WAVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-198,663
Closed -$2.06M 715
2023
Q2
$2.06M Sell
198,663
-12,900
-6% -$133K 0.19% 104
2023
Q1
$2.16M Sell
211,563
-2,000
-0.9% -$20.3K 0.2% 98
2022
Q4
$2.14M Buy
213,563
+192,900
+934% +$1.91M 0.2% 104
2022
Q3
$202K Buy
+20,663
New +$201K 0.02% 838

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

Schechter Investment Advisors sold out of Waverley Capital Acquisition Corp. 1 (WAVC) in Q3 2023, closing a stake of 198,663 shares — an estimated $2.06M sold.

Schechter Investment Advisors first reported a position in WAVC in Q3 2022 and held it in 4 quarters. The position peaked at $2.16M in Q1 2023. 0 funds tracked by Wall St. Rank hold WAVC as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Waverley Capital Acquisition Corp. 1 position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 198,663 Waverley Capital Acquisition Corp. 1 shares in Q3 2023, an estimated $2.06M.
  • Schechter Investment Advisors first reported a position in Waverley Capital Acquisition Corp. 1 in Q3 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Waverley Capital Acquisition Corp. 1 position peaked at $2.16M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Waverley Capital Acquisition Corp. 1 as of Q3 2023.

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