EI
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Ellevest Inc’s SoFi Select 500 ETF SFY Stock Holding History

Ellevest Inc’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-682
Closed -$54K – 1556
2021
Q2 		$54K Buy
+682
New +$52.1K 0.01% 468

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ellevest Inc's SFY Position: Q3 2021 in Review

Ellevest Inc sold out of SoFi Select 500 ETF (SFY) in Q3 2021, closing a stake of 682 shares — an estimated $54K sold.

Ellevest Inc first reported a position in SFY in Q2 2021 and held it in 1 quarter. The position peaked at $54K in Q2 2021. 8 funds tracked by Wall St. Rank hold SFY as of Q3 2021.

  • Ellevest Inc reported no remaining SoFi Select 500 ETF position as of Q3 2021 after selling out during the quarter.
  • Ellevest Inc sold 682 SoFi Select 500 ETF shares in Q3 2021, an estimated $54K.
  • Ellevest Inc first reported a position in SoFi Select 500 ETF in Q2 2021 and held it in 1 quarter.
  • Ellevest Inc's SoFi Select 500 ETF position peaked at $54K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.