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Bear Mountain Capital’s SoFi Select 500 ETF SFY Stock Holding History

Bear Mountain Capital’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-228
Closed -$20.4K – 213
2024
Q1 		$20.4K Hold
228
– – 0.01% 90
2023
Q4 		$19.3K Buy
+228
New +$18.1K 0.01% 98

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Bear Mountain Capital's SFY Position: Q2 2024 in Review

Bear Mountain Capital sold out of SoFi Select 500 ETF (SFY) in Q2 2024, closing a stake of 228 shares — an estimated $20.4K sold.

Bear Mountain Capital first reported a position in SFY in Q4 2023 and held it in 2 quarters. The position peaked at $20.4K in Q1 2024. 28 funds tracked by Wall St. Rank hold SFY as of Q2 2024.

  • Bear Mountain Capital reported no remaining SoFi Select 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 228 SoFi Select 500 ETF shares in Q2 2024, an estimated $20.4K.
  • Bear Mountain Capital first reported a position in SoFi Select 500 ETF in Q4 2023 and held it in 2 quarters.
  • Bear Mountain Capital's SoFi Select 500 ETF position peaked at $20.4K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2024.

Based on Bear Mountain Capital's 13F filing for Q2 2024, filed 23 Jul 2024.