LF
SFY icon

Lee Financial’s SoFi Select 500 ETF SFY Stock Holding History

Lee Financial’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16
Closed -$1K – 994
2022
Q2 		$1K Hold
16
– – ﹤0.01% 815
2022
Q1 		$1K Buy
+16
New +$1.29K ﹤0.01% 735

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Lee Financial's SFY Position: Q3 2022 in Review

Lee Financial sold out of SoFi Select 500 ETF (SFY) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Lee Financial first reported a position in SFY in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 17 funds tracked by Wall St. Rank hold SFY as of Q3 2022.

  • Lee Financial reported no remaining SoFi Select 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 16 SoFi Select 500 ETF shares in Q3 2022, an estimated $1K.
  • Lee Financial first reported a position in SoFi Select 500 ETF in Q1 2022 and held it in 2 quarters.
  • Lee Financial's SoFi Select 500 ETF position peaked at $1K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.