Beaird Harris Wealth Management’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Beaird Harris Wealth Management’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	-14	Closed	-$23	–	630
2023 Q3	$23	Hold	14	–	–	﹤0.01%	451
2023 Q2	$31	Hold	14	–	–	﹤0.01%	462
2023 Q1	$16	Hold	14	–	–	﹤0.01%	485
2022 Q4	$21	Buy	+14	New	+$53	﹤0.01%	735

Other funds holding SFT

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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 $964M AUM 18.71% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

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

Beaird Harris Wealth Management's SFT Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 14 shares — an estimated $23 sold.

Beaird Harris Wealth Management first reported a position in SFT in Q4 2022 and held it in 4 quarters. The position peaked at $31 in Q2 2023. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 14 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $23.
Beaird Harris Wealth Management first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 4 quarters.
Beaird Harris Wealth Management's Shift Technologies, Inc. Class A Common Stock position peaked at $31 in Q2 2023.
7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.