Evermay Wealth Management’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Evermay Wealth Management’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 Q3	–	Sell	-27	Closed	-$59	–	584
2023 Q2	$59	Hold	27	–	–	﹤0.01%	550
2023 Q1	$31	Hold	27	–	–	﹤0.01%	534
2022 Q4	$40	Buy	+27	New	+$103	﹤0.01%	562

Other funds holding SFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Evermay Wealth Management's SFT Position: Q3 2023 in Review

Evermay Wealth Management sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q3 2023, closing a stake of 27 shares — an estimated $59 sold.

Evermay Wealth Management first reported a position in SFT in Q4 2022 and held it in 3 quarters. The position peaked at $59 in Q2 2023. 36 funds tracked by Wall St. Rank hold SFT as of Q3 2023.

Evermay Wealth Management reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 27 Shift Technologies, Inc. Class A Common Stock shares in Q3 2023, an estimated $59.
Evermay Wealth Management first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
Evermay Wealth Management's Shift Technologies, Inc. Class A Common Stock position peaked at $59 in Q2 2023.
36 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.