Bear Mountain Capital
SFY icon

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

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Centric Wealth Management
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.45B AUM 27.72% 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.