Charles Schwab’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Charles Schwab’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 Q1	–	Sell	-6,078	Closed	-$9.05K	–	3617
2022 Q4	$9.05K	Hold	6,078	–	–	﹤0.01%	3535
2022 Q3	$43K	Sell	6,078 -26,774	-81%	-$257K	﹤0.01%	3367
2022 Q2	$222K	Sell	32,852 -10,021	-23%	-$123K	﹤0.01%	3228
2022 Q1	$944K	Sell	42,873 -4,755	-10%	-$105K	﹤0.01%	2871
2021 Q4	$1.63M	Buy	47,628 +1,227	+3%	+$67.2K	﹤0.01%	2767
2021 Q3	$3.22M	Buy	46,401 +4,693	+11%	+$376K	﹤0.01%	2580
2021 Q2	$3.58M	Buy	41,708 +14,634	+54%	+$1.17M	﹤0.01%	2511
2021 Q1	$2.25M	Buy	27,074 +643	+2%	+$56.7K	﹤0.01%	2627
2020 Q4	$2.19M	Buy	+26,431	New	+$2.45M	﹤0.01%	2570

Other funds holding SFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab's SFT Position: Q1 2023 in Review

Charles Schwab sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q1 2023, closing a stake of 6,078 shares — an estimated $9.05K sold.

Charles Schwab first reported a position in SFT in Q4 2020 and held it in 9 quarters. The position peaked at $3.58M in Q2 2021. 43 funds tracked by Wall St. Rank hold SFT as of Q1 2023.

Charles Schwab reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Charles Schwab sold 6,078 Shift Technologies, Inc. Class A Common Stock shares in Q1 2023, an estimated $9.05K.
Charles Schwab first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 9 quarters.
Charles Schwab's Shift Technologies, Inc. Class A Common Stock position peaked at $3.58M in Q2 2021.
43 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q1 2023.

Based on Charles Schwab's 13F filing for Q1 2023, filed 12 May 2023.