EWA
SFT

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

Exencial 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
2021
Q4 		– Sell
-5,139
Closed -$357K – 486
2021
Q3 		$357K Sell
5,139
-1,072
-17% -$85.9K 0.02% 271
2021
Q2 		$533K Buy
6,211
+440
+8% +$35.2K 0.03% 301
2021
Q1 		$480K Buy
+5,771
New +$508K 0.03% 283

Other funds holding SFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Exencial Wealth Advisors's SFT Position: Q4 2021 in Review

Exencial Wealth Advisors sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2021, closing a stake of 5,139 shares — an estimated $357K sold.

Exencial Wealth Advisors first reported a position in SFT in Q1 2021 and held it in 3 quarters. The position peaked at $533K in Q2 2021. 95 funds tracked by Wall St. Rank hold SFT as of Q4 2021.

  • Exencial Wealth Advisors reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 5,139 Shift Technologies, Inc. Class A Common Stock shares in Q4 2021, an estimated $357K.
  • Exencial Wealth Advisors first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 3 quarters.
  • Exencial Wealth Advisors's Shift Technologies, Inc. Class A Common Stock position peaked at $533K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2021.

Based on Exencial Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.