GWSG
SFT

GPS Wealth Strategies Group’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

GPS Wealth Strategies Group’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
-50
Closed -$80 – 1328
2023
Q3 		$80 Hold
50
– – ﹤0.01% 1259
2023
Q2 		$109 Hold
50
– – ﹤0.01% 1224
2023
Q1 		$56 Buy
+50
New +$102 ﹤0.01% 1241
2022
Q4 		– Sell
-50
Closed – – 1166
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1199
2022
Q2 		$0 Hold
50
– – ﹤0.01% 1193
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1027
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1003
2021
Q3 		$3K Hold
50
– – ﹤0.01% 929
2021
Q2 		$4K Hold
50
– – ﹤0.01% 910
2021
Q1 		$4K Buy
+50
New +$4.41K ﹤0.01% 807

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

GPS Wealth Strategies Group's SFT Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 50 shares — an estimated $80 sold.

GPS Wealth Strategies Group first reported a position in SFT in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 50 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $80.
  • GPS Wealth Strategies Group first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 10 quarters.
  • GPS Wealth Strategies Group's Shift Technologies, Inc. Class A Common Stock position peaked at $4K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.