CA
SFT

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

Clearstead 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
-210
Closed -$336 – 1666
2023
Q3 		$336 Sell
210
-3,383
-94% -$5.45K ﹤0.01% 1490
2023
Q2 		$7.8K Hold
3,593
– – ﹤0.01% 1008
2023
Q1 		$4.03K Sell
3,593
-1
-0% -$2 ﹤0.01% 1045
2022
Q4 		$5.35K Buy
+3,594
New +$13.6K ﹤0.01% 977

Other funds holding SFT

SL
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 $749M AUM 17.97% 1-Year Est. Return
AA
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

Clearstead Advisors's SFT Position: Q4 2023 in Review

Clearstead Advisors sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 210 shares — an estimated $336 sold.

Clearstead Advisors first reported a position in SFT in Q4 2022 and held it in 4 quarters. The position peaked at $7.8K in Q2 2023. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Clearstead Advisors reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 210 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $336.
  • Clearstead Advisors first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 4 quarters.
  • Clearstead Advisors's Shift Technologies, Inc. Class A Common Stock position peaked at $7.8K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.