GAM
SFYX icon

Gemmer Asset Management’s SoFi Next 500 ETF SFYX Stock Holding History

Gemmer Asset Management’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-62
Closed -$1K – 1510
2020
Q4 		$1K Hold
62
– – ﹤0.01% 1407
2020
Q3 		$1K Buy
+62
New +$621 ﹤0.01% 1306

Other funds holding SFYX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gemmer Asset Management's SFYX Position: Q1 2021 in Review

Gemmer Asset Management sold out of SoFi Next 500 ETF (SFYX) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in SFYX in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 3 funds tracked by Wall St. Rank hold SFYX as of Q1 2021.

  • Gemmer Asset Management reported no remaining SoFi Next 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 62 SoFi Next 500 ETF shares in Q1 2021, an estimated $1K.
  • Gemmer Asset Management first reported a position in SoFi Next 500 ETF in Q3 2020 and held it in 2 quarters.
  • Gemmer Asset Management's SoFi Next 500 ETF position peaked at $1K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2021.

Based on Gemmer Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.