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IFP Advisors’s SHF Holdings SHFS Stock Holding History

IFP Advisors’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$34K – 4273
2022
Q4 		$34K Buy
+200
New +$13.8K ﹤0.01% 2517

Other funds holding SHFS

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFP Advisors's SHFS Position: Q1 2023 in Review

IFP Advisors sold out of SHF Holdings (SHFS) in Q1 2023, closing a stake of 200 shares — an estimated $34K sold.

IFP Advisors first reported a position in SHFS in Q4 2022 and held it in 1 quarter. The position peaked at $34K in Q4 2022. 18 funds tracked by Wall St. Rank hold SHFS as of Q1 2023.

  • IFP Advisors reported no remaining SHF Holdings position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 200 SHF Holdings shares in Q1 2023, an estimated $34K.
  • IFP Advisors first reported a position in SHF Holdings in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's SHF Holdings position peaked at $34K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.