AIA
SFT

Avalon Investment & Advisory’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Avalon Investment & Advisory’s Portfolio SFT Stock Details SFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36,567
Closed -$3.04M – 373
2021
Q1 		$3.04M Buy
36,567
+1,479
+4% +$130K 0.07% 167
2020
Q4 		$2.9M Buy
+35,088
New +$3.25M 0.06% 177

Other funds holding SFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Avalon Investment & Advisory's SFT Position: Q2 2021 in Review

Avalon Investment & Advisory sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q2 2021, closing a stake of 36,567 shares — an estimated $3.04M sold.

Avalon Investment & Advisory first reported a position in SFT in Q4 2020 and held it in 2 quarters. The position peaked at $3.04M in Q1 2021. 97 funds tracked by Wall St. Rank hold SFT as of Q2 2021.

  • Avalon Investment & Advisory reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 36,567 Shift Technologies, Inc. Class A Common Stock shares in Q2 2021, an estimated $3.04M.
  • Avalon Investment & Advisory first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 2 quarters.
  • Avalon Investment & Advisory's Shift Technologies, Inc. Class A Common Stock position peaked at $3.04M in Q1 2021.
  • 97 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q2 2021.

Based on Avalon Investment & Advisory's 13F filing for Q2 2021, filed 29 Jul 2021.