Federation des caisses Desjardins du Quebec’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Federation des caisses Desjardins du Quebec’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	-844	Closed	-$1.35K	–	2494
2023 Q3	$1.35K	Sell	844 -352	-29%	-$567	﹤0.01%	2122
2023 Q2	$2.6K	Sell	1,196 -282	-19%	-$468	﹤0.01%	2024
2023 Q1	$1.66K	Sell	1,478 -3	-0.2%	-$6	﹤0.01%	2100
2022 Q4	$2.21K	Buy	+1,481	New	+$5.63K	﹤0.01%	2192
2022 Q2	–	Sell	-100	Closed	-$2.2K	–	2613
2022 Q1	$2.2K	Hold	100	–	–	﹤0.01%	2345
2021 Q4	$3.41K	Hold	100	–	–	﹤0.01%	2291
2021 Q3	$6.94K	Hold	100	–	–	﹤0.01%	2155
2021 Q2	$8.58K	Hold	100	–	–	﹤0.01%	2091
2021 Q1	$8.32K	Buy	100 +73	+270%	+$6.43K	﹤0.01%	2052
2020 Q4	$2.23K	Buy	+27	New	+$2.5K	﹤0.01%	2190

Other funds holding SFT

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

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

Federation des caisses Desjardins du Quebec's SFT Position: Q4 2023 in Review

Federation des caisses Desjardins du Quebec sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 844 shares — an estimated $1.35K sold.

Federation des caisses Desjardins du Quebec first reported a position in SFT in Q4 2020 and held it in 10 quarters. The position peaked at $8.58K in Q2 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

Federation des caisses Desjardins du Quebec reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 844 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $1.35K.
Federation des caisses Desjardins du Quebec first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 10 quarters.
Federation des caisses Desjardins du Quebec's Shift Technologies, Inc. Class A Common Stock position peaked at $8.58K in Q2 2021.
7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2023, filed 15 Aug 2024.