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Clear Street’s SHF Holdings SHFS Stock Holding History

Clear Street’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2
Closed – – 1142
2022
Q3 		$0 Sell
2
-2,803
-100% -$566K ﹤0.01% 1225
2022
Q2 		$595K Buy
+2,805
New +$563K 0.03% 76

Other funds holding SHFS

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Clear Street's SHFS Position: Q4 2022 in Review

Clear Street sold out of SHF Holdings (SHFS) in Q4 2022, closing a stake of 2 shares.

Clear Street first reported a position in SHFS in Q2 2022 and held it in 2 quarters. The position peaked at $595K in Q2 2022. 13 funds tracked by Wall St. Rank hold SHFS as of Q4 2022.

  • Clear Street reported no remaining SHF Holdings position as of Q4 2022 after selling out during the quarter.
  • Clear Street sold 2 SHF Holdings shares in Q4 2022.
  • Clear Street first reported a position in SHF Holdings in Q2 2022 and held it in 2 quarters.
  • Clear Street's SHF Holdings position peaked at $595K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held SHF Holdings as of Q4 2022.

Based on Clear Street's 13F filing for Q4 2022, filed 13 Feb 2023.