Gradient Investments’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Gradient Investments’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	-500	Closed	-$800	–	1940
2023 Q3	$800	Hold	500	–	–	﹤0.01%	1438
2023 Q2	$1.08K	Hold	500	–	–	﹤0.01%	1337
2023 Q1	$560	Hold	500	–	–	﹤0.01%	1270
2022 Q4	$745	Hold	500	–	–	﹤0.01%	1249
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	1028
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	1015
2022 Q1	$11K	Buy	+500	New	+$11.1K	﹤0.01%	761

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 $749M AUM 17.97% 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

Gradient Investments's SFT Position: Q4 2023 in Review

Gradient Investments sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 500 shares — an estimated $800 sold.

Gradient Investments first reported a position in SFT in Q1 2022 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

Gradient Investments reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 500 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $800.
Gradient Investments first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2022 and held it in 7 quarters.
Gradient Investments's Shift Technologies, Inc. Class A Common Stock position peaked at $11K in Q1 2022.
7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.