SIA
XFINU

Schechter Investment Advisors’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Schechter Investment Advisors’s Portfolio XFINU Stock Details XFINU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,820
Closed -$192K – 759
2022
Q4 		$192K Hold
18,820
– – 0.02% 767
2022
Q3 		$188K Sell
18,820
-10
-0.1% -$100 0.02% 849
2022
Q2 		$188K Sell
18,830
-1,740
-8% -$17.4K 0.02% 854
2022
Q1 		$205K Hold
20,570
– – 0.02% 833
2021
Q4 		$207K Buy
+20,570
New +$207K 0.02% 788

Other funds holding XFINU

SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Schechter Investment Advisors's XFINU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q1 2023, closing a stake of 18,820 shares — an estimated $192K sold.

Schechter Investment Advisors first reported a position in XFINU in Q4 2021 and held it in 5 quarters. The position peaked at $207K in Q4 2021. 7 funds tracked by Wall St. Rank hold XFINU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining ExcelFin Acquisition Corp Unit position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 18,820 ExcelFin Acquisition Corp Unit shares in Q1 2023, an estimated $192K.
  • Schechter Investment Advisors first reported a position in ExcelFin Acquisition Corp Unit in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's ExcelFin Acquisition Corp Unit position peaked at $207K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.