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Advisory Services Network’s SHF Holdings SHFS Stock Holding History

Advisory Services Network’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-750
Closed -$8.04K – 1704
2024
Q3 		$8.04K Hold
750
– – ﹤0.01% 1520
2024
Q2 		$8.04K Buy
+750
New +$10.9K ﹤0.01% 1520
2024
Q1 		– Sell
-500
Closed -$14.2K – 3297
2023
Q4 		$14.2K Buy
+500
New +$8.13K ﹤0.01% 2697

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Advisory Services Network's SHFS Position: Q4 2024 in Review

Advisory Services Network sold out of SHF Holdings (SHFS) in Q4 2024, closing a stake of 750 shares — an estimated $8.04K sold.

Advisory Services Network first reported a position in SHFS in Q4 2023 and held it in 3 quarters. The position peaked at $14.2K in Q4 2023. 25 funds tracked by Wall St. Rank hold SHFS as of Q4 2024.

  • Advisory Services Network reported no remaining SHF Holdings position as of Q4 2024 after selling out during the quarter.
  • Advisory Services Network sold 750 SHF Holdings shares in Q4 2024, an estimated $8.04K.
  • Advisory Services Network first reported a position in SHF Holdings in Q4 2023 and held it in 3 quarters.
  • Advisory Services Network's SHF Holdings position peaked at $14.2K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held SHF Holdings as of Q4 2024.

Based on Advisory Services Network's 13F filing for Q4 2024, filed 13 Feb 2025.