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Beacon Pointe Advisors’s SHF Holdings SHFS Stock Holding History

Beacon Pointe Advisors’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
2023
Q2 		– Sell
-1,250
Closed -$12.8K – 1179
2023
Q1 		$12.8K Buy
+1,250
New +$22K ﹤0.01% 1132

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Beacon Pointe Advisors's SHFS Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of SHF Holdings (SHFS) in Q2 2023, closing a stake of 1,250 shares — an estimated $12.8K sold.

Beacon Pointe Advisors first reported a position in SHFS in Q1 2023 and held it in 1 quarter. The position peaked at $12.8K in Q1 2023. 20 funds tracked by Wall St. Rank hold SHFS as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining SHF Holdings position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,250 SHF Holdings shares in Q2 2023, an estimated $12.8K.
  • Beacon Pointe Advisors first reported a position in SHF Holdings in Q1 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's SHF Holdings position peaked at $12.8K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held SHF Holdings as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.