Cerity Partners
SFY icon

Cerity Partners’s SoFi Select 500 ETF SFY Stock Holding History

Cerity Partners’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
2023
Q4 		– Sell
-2,113
Closed -$162K – 1892
2023
Q3 		$162K Buy
+2,113
New +$167K ﹤0.01% 1301

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cerity Partners's SFY Position: Q4 2023 in Review

Cerity Partners sold out of SoFi Select 500 ETF (SFY) in Q4 2023, closing a stake of 2,113 shares — an estimated $162K sold.

Cerity Partners first reported a position in SFY in Q3 2023 and held it in 1 quarter. The position peaked at $162K in Q3 2023. 24 funds tracked by Wall St. Rank hold SFY as of Q4 2023.

  • Cerity Partners reported no remaining SoFi Select 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 2,113 SoFi Select 500 ETF shares in Q4 2023, an estimated $162K.
  • Cerity Partners first reported a position in SoFi Select 500 ETF in Q3 2023 and held it in 1 quarter.
  • Cerity Partners's SoFi Select 500 ETF position peaked at $162K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.