HWM
SFT

HB Wealth Management’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

HB Wealth Management’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
-56,775
Closed -$90.8K – 833
2023
Q3 		$90.8K Hold
56,775
– – ﹤0.01% 741
2023
Q2 		$123K Buy
+56,775
New +$94.2K ﹤0.01% 705
2023
Q1 		– Sell
-56,776
Closed -$84.5K – 743
2022
Q4 		$84.5K Buy
+56,776
New +$216K ﹤0.01% 664

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

HB Wealth Management's SFT Position: Q4 2023 in Review

HB Wealth Management sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 56,775 shares — an estimated $90.8K sold.

HB Wealth Management first reported a position in SFT in Q4 2022 and held it in 3 quarters. The position peaked at $123K in Q2 2023. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • HB Wealth Management reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • HB Wealth Management sold 56,775 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $90.8K.
  • HB Wealth Management first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • HB Wealth Management's Shift Technologies, Inc. Class A Common Stock position peaked at $123K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on HB Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.