IFP Advisors’s System1 SST Stock Holding History

IFP Advisors’s Portfolio SST Stock Details SST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-200	Closed	-$20K	–	4824
2022 Q3	$20K	Hold	200	–	–	﹤0.01%	3095
2022 Q2	$20K	Hold	200	–	–	﹤0.01%	2852
2022 Q1	$20K	Buy	+200	New	+$24.5K	﹤0.01%	2852

Other funds holding SST

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's SST Position: Q4 2022 in Review

IFP Advisors sold out of System1 (SST) in Q4 2022, closing a stake of 200 shares — an estimated $20K sold.

IFP Advisors first reported a position in SST in Q1 2022 and held it in 3 quarters. The position peaked at $20K in Q3 2022. 29 funds tracked by Wall St. Rank hold SST as of Q4 2022.

IFP Advisors reported no remaining System1 position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 200 System1 shares in Q4 2022, an estimated $20K.
IFP Advisors first reported a position in System1 in Q1 2022 and held it in 3 quarters.
IFP Advisors's System1 position peaked at $20K in Q3 2022.
29 funds tracked by Wall St. Rank held System1 as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.