AEPWM
SFL icon

Atlantic Edge Private Wealth Management’s SFL Corp SFL Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-550
Closed -$6.36K – 511
2024
Q3 		$6.36K Hold
550
– – ﹤0.01% 374
2024
Q2 		$7.63K Hold
550
– – ﹤0.01% 342
2024
Q1 		$7.25K Hold
550
– – ﹤0.01% 351
2023
Q4 		$6.2K Buy
+550
New +$6.12K ﹤0.01% 343

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SFL Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of SFL Corp (SFL) in Q4 2024, closing a stake of 550 shares — an estimated $6.36K sold.

Atlantic Edge Private Wealth Management first reported a position in SFL in Q4 2023 and held it in 4 quarters. The position peaked at $7.63K in Q2 2024. 206 funds tracked by Wall St. Rank hold SFL as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining SFL Corp position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 550 SFL Corp shares in Q4 2024, an estimated $6.36K.
  • Atlantic Edge Private Wealth Management first reported a position in SFL Corp in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's SFL Corp position peaked at $7.63K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held SFL Corp as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.