IA
S icon

IFP Advisors’s SentinelOne S Stock Holding History

IFP Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$97.1K Sell
7,541
-6,690
-47% -$92.9K ﹤0.01% 1860
2025
Q4 		$213K Buy
14,231
+632
+5% +$10.3K ﹤0.01% 1341
2025
Q3 		$239K Buy
13,599
+4,049
+42% +$72.6K 0.01% 1201
2025
Q2 		$175K Buy
9,550
+1,591
+20% +$29.1K 0.01% 1338
2025
Q1 		$145K Buy
7,959
+3,000
+60% +$65.1K ﹤0.01% 1329
2024
Q4 		$110K Buy
4,959
+1,232
+33% +$31.4K ﹤0.01% 1422
2024
Q3 		$89.1K Buy
3,727
+900
+32% +$20.3K ﹤0.01% 1459
2024
Q2 		$59.5K Buy
2,827
+1,355
+92% +$27.8K ﹤0.01% 1595
2024
Q1 		$34.3K Buy
1,472
+1,220
+484% +$31.9K ﹤0.01% 1735
2023
Q4 		$6.92K Sell
252
-1,050
-81% -$20.3K ﹤0.01% 2311
2023
Q3 		$22K Sell
1,302
-250
-16% -$3.95K ﹤0.01% 1896
2023
Q2 		$23.4K Sell
1,552
-1,149
-43% -$19.4K ﹤0.01% 1931
2023
Q1 		$115K Sell
2,701
-720
-21% -$10.9K 0.01% 1186
2022
Q4 		$146K Buy
3,421
+82
+2% +$1.52K ﹤0.01% 1525
2022
Q3 		$143K Buy
3,339
+33
+1% +$866 ﹤0.01% 1622
2022
Q2 		$142K Hold
3,306
– – ﹤0.01% 1481
2022
Q1 		$142K Buy
3,306
+2,941
+806% +$120K ﹤0.01% 1481
2021
Q4 		$19K Buy
365
+150
+70% +$8.79K ﹤0.01% 1975
2021
Q3 		$11K Buy
+215
New +$11.8K ﹤0.01% 2244

Other funds holding S

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return