Corient Private Wealth
SHFS icon

Corient Private Wealth’s SHF Holdings SHFS Stock Holding History

Corient Private Wealth’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
2024
Q3 		– Sell
-2,000
Closed -$21.4K – 2553
2024
Q2 		$21.4K Hold
2,000
– – ﹤0.01% 2290
2024
Q1 		$38.6K Hold
2,000
– – ﹤0.01% 2236
2023
Q4 		$56.8K Hold
2,000
– – ﹤0.01% 2192
2023
Q3 		$31.6K Hold
2,000
– – ﹤0.01% 2092
2023
Q2 		$21.2K Buy
+2,000
New +$20.3K ﹤0.01% 2048

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Corient Private Wealth's SHFS Position: Q3 2024 in Review

Corient Private Wealth sold out of SHF Holdings (SHFS) in Q3 2024, closing a stake of 2,000 shares — an estimated $21.4K sold.

Corient Private Wealth first reported a position in SHFS in Q2 2023 and held it in 5 quarters. The position peaked at $56.8K in Q4 2023. 21 funds tracked by Wall St. Rank hold SHFS as of Q3 2024.

  • Corient Private Wealth reported no remaining SHF Holdings position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 2,000 SHF Holdings shares in Q3 2024, an estimated $21.4K.
  • Corient Private Wealth first reported a position in SHF Holdings in Q2 2023 and held it in 5 quarters.
  • Corient Private Wealth's SHF Holdings position peaked at $56.8K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held SHF Holdings as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.