EWA
SFT

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

EP Wealth 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
-15,910
Closed -$25.5K – 850
2023
Q3 		$25.5K Buy
+15,910
New +$25.6K ﹤0.01% 745
2023
Q2 		– Sell
-10,000
Closed -$10 – 735
2023
Q1 		$10 Sell
10,000
-5,910
-37% -$12K ﹤0.01% 638
2022
Q4 		$23.7K Buy
+15,910
New +$60.4K ﹤0.01% 614

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 $794M AUM 22.68% 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

EP Wealth Advisors's SFT Position: Q4 2023 in Review

EP Wealth Advisors sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 15,910 shares — an estimated $25.5K sold.

EP Wealth Advisors first reported a position in SFT in Q4 2022 and held it in 3 quarters. The position peaked at $25.5K in Q3 2023. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • EP Wealth Advisors reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 15,910 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $25.5K.
  • EP Wealth Advisors first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • EP Wealth Advisors's Shift Technologies, Inc. Class A Common Stock position peaked at $25.5K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on EP Wealth Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.