Citadel Advisors’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Citadel Advisors’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 Q4	–	Sell	-331	Closed	-$530	–	15744
2023 Q3	$530	Sell	331 -30,104	-99%	-$48.5K	﹤0.01%	14032
2023 Q2	$66K	Buy	30,435 +30,104	+9,095%	+$50K	﹤0.01%	11468
2023 Q1	$371	Hold	331	–	–	﹤0.01%	14509
2022 Q4	$493	Buy	+331	New	+$1.26K	﹤0.01%	14643
2022 Q1	–	Sell	-69,387	Closed	-$1.54M	–	15040
2021 Q4	$2.37M	Buy	69,387 +59,827	+626%	+$3.28M	﹤0.01%	5859
2021 Q3	$664K	Buy	9,560 +805	+9%	+$64.5K	﹤0.01%	9193
2021 Q2	$751K	Sell	8,755 -804	-8%	-$64.4K	﹤0.01%	9102
2021 Q1	$796K	Buy	+9,559	New	+$842K	﹤0.01%	8657

Other funds holding SFT

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Citadel Advisors's SFT Position: Q4 2023 in Review

Citadel Advisors sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 331 shares — an estimated $530 sold.

Citadel Advisors first reported a position in SFT in Q1 2021 and held it in 8 quarters. The position peaked at $2.37M in Q4 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

Citadel Advisors reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Citadel Advisors sold 331 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $530.
Citadel Advisors first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Citadel Advisors's Shift Technologies, Inc. Class A Common Stock position peaked at $2.37M in Q4 2021.
7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Citadel Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.