Schechter Investment Advisors’s Zimmer Energy Transition Acquisition Corp. Units ZTAQU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-57,401	Closed	-$582K	–	747
2023 Q1	$582K	Sell	57,401 -5,550	-9%	-$56.1K	0.05%	377
2022 Q4	$623K	Sell	62,951 -420	-0.7%	-$4.17K	0.06%	433
2022 Q3	$622K	Buy	63,371 +996	+2%	+$9.84K	0.06%	443
2022 Q2	$609K	Buy	62,375 +27,260	+78%	+$271K	0.06%	467
2022 Q1	$344K	Hold	35,115	–	–	0.03%	651
2021 Q4	$345K	Buy	+35,115	New	+$352K	0.03%	637

Schechter Investment Advisors's ZTAQU Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Zimmer Energy Transition Acquisition Corp. Units (ZTAQU) in Q2 2023, closing a stake of 57,401 shares — an estimated $582K sold.

Schechter Investment Advisors first reported a position in ZTAQU in Q4 2021 and held it in 6 quarters. The position peaked at $623K in Q4 2022. 0 funds tracked by Wall St. Rank hold ZTAQU as of Q2 2023.

Schechter Investment Advisors reported no remaining Zimmer Energy Transition Acquisition Corp. Units position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 57,401 Zimmer Energy Transition Acquisition Corp. Units shares in Q2 2023, an estimated $582K.
Schechter Investment Advisors first reported a position in Zimmer Energy Transition Acquisition Corp. Units in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Zimmer Energy Transition Acquisition Corp. Units position peaked at $623K in Q4 2022.
0 funds tracked by Wall St. Rank held Zimmer Energy Transition Acquisition Corp. Units as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.