Schechter Investment Advisors’s Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant WNNR.U Stock Holding History

Schechter Investment Advisors’s Portfolio WNNR.U Stock Details WNNR.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-166,510	Closed	-$1.77M	–	702
2023 Q2	$1.77M	Sell	166,510 -4,410	-3%	-$46.8K	0.16%	132
2023 Q1	$1.71M	Hold	170,920	–	–	0.16%	136
2022 Q4	$1.76M	Sell	170,920 -3,600	-2%	-$36.7K	0.16%	138
2022 Q3	$1.76M	Sell	174,520 -850	-0.5%	-$8.54K	0.17%	121
2022 Q2	$1.75M	Sell	175,370 -8,370	-5%	-$83.9K	0.17%	113
2022 Q1	$1.85M	Buy	+183,740	New	+$1.84M	0.17%	115

Other funds holding WNNR.U

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Schechter Investment Advisors's WNNR.U Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant (WNNR.U) in Q3 2023, closing a stake of 166,510 shares — an estimated $1.77M sold.

Schechter Investment Advisors first reported a position in WNNR.U in Q1 2022 and held it in 6 quarters. The position peaked at $1.85M in Q1 2022. 5 funds tracked by Wall St. Rank hold WNNR.U as of Q3 2023.

Schechter Investment Advisors reported no remaining Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 166,510 Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant shares in Q3 2023, an estimated $1.77M.
Schechter Investment Advisors first reported a position in Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant in Q1 2022 and held it in 6 quarters.
Schechter Investment Advisors's Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant position peaked at $1.85M in Q1 2022.
5 funds tracked by Wall St. Rank held Andretti Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable public warrant as of Q3 2023.

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