BW
SFYF icon

Bison Wealth’s SoFi Social 50 ETF SFYF Stock Holding History

Bison Wealth’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,701
Closed -$328K – 452
2021
Q3 		$328K Hold
8,701
– – 0.15% 166
2021
Q2 		$348K Buy
8,701
+1,433
+20% +$47.3K 0.15% 168
2021
Q1 		$218K Buy
+7,268
New +$218K 0.09% 227

Other funds holding SFYF

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bison Wealth's SFYF Position: Q4 2021 in Review

Bison Wealth sold out of SoFi Social 50 ETF (SFYF) in Q4 2021, closing a stake of 8,701 shares — an estimated $328K sold.

Bison Wealth first reported a position in SFYF in Q1 2021 and held it in 3 quarters. The position peaked at $348K in Q2 2021. 12 funds tracked by Wall St. Rank hold SFYF as of Q4 2021.

  • Bison Wealth reported no remaining SoFi Social 50 ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 8,701 SoFi Social 50 ETF shares in Q4 2021, an estimated $328K.
  • Bison Wealth first reported a position in SoFi Social 50 ETF in Q1 2021 and held it in 3 quarters.
  • Bison Wealth's SoFi Social 50 ETF position peaked at $348K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.