Schechter Investment Advisors, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Schechter Investment Advisors, LLC opened 2 positions, added to 8, reduced 57, sold out of 10 and left 1 unchanged. The largest increase in value was HVIIU (+$4,361,763); the largest decrease was DYCQ (-$2,030,528).
- VIV: Country of operation —; Class ADR; Shares 2024-12-31 45,504; Shares 2025-03-31 74,812.
- AMX: Country of operation —; Class ADR; Shares 2024-12-31 21,339; Shares 2025-03-31 37,449.
- STM: Country of operation —; Class ADR; Shares 2024-12-31 30,368; Shares 2025-03-31 43,428.
- GRFS: Country of operation —; Class ADR; Shares 2024-12-31 90,044; Shares 2025-03-31 108,110.
Two Form 13F-HR filings compared (SEC CIK 1951586): 2024-12-31 (filed 2025-02-06) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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