Bank of America
SFT

Bank of America’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Bank of America’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
2023
Q4 		– Sell
-24,719
Closed -$39.5K – 8430
2023
Q3 		$39.5K Hold
24,719
– – ﹤0.01% 6567
2023
Q2 		$53.6K Hold
24,719
– – ﹤0.01% 6437
2023
Q1 		$27.7K Sell
24,719
-15
-0.1% -$31 ﹤0.01% 6667
2022
Q4 		$36.6K Buy
24,734
+21,104
+581% +$80.1K ﹤0.01% 6571
2022
Q3 		$25K Sell
3,630
-44
-1% -$422 ﹤0.01% 6956
2022
Q2 		$24K Sell
3,674
-2,406
-40% -$29.6K ﹤0.01% 7133
2022
Q1 		$134K Buy
6,080
+2,925
+93% +$64.9K ﹤0.01% 6711
2021
Q4 		$108K Sell
3,155
-10,494
-77% -$575K ﹤0.01% 6850
2021
Q3 		$947K Buy
13,649
+12,185
+832% +$976K ﹤0.01% 5139
2021
Q2 		$126K Sell
1,464
-4,237
-74% -$339K ﹤0.01% 6386
2021
Q1 		$474K Buy
5,701
+5,693
+71,163% +$502K ﹤0.01% 5415
2020
Q4 		$1K Buy
+8
New +$741 ﹤0.01% 7040

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Bank of America's SFT Position: Q4 2023 in Review

Bank of America sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 24,719 shares — an estimated $39.5K sold.

Bank of America first reported a position in SFT in Q4 2020 and held it in 12 quarters. The position peaked at $947K in Q3 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Bank of America reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 24,719 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $39.5K.
  • Bank of America first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 12 quarters.
  • Bank of America's Shift Technologies, Inc. Class A Common Stock position peaked at $947K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.