MSFP
S icon

Mark Sheptoff Financial Planning’s SentinelOne S Stock Holding History

Mark Sheptoff Financial Planning’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 		$3.96K Hold
250
– – ﹤0.01% 458
2025
Q4 		$3.75K Hold
250
– – ﹤0.01% 456
2025
Q3 		$4.4K Hold
250
– – ﹤0.01% 423
2025
Q2 		$4.57K Hold
250
– – ﹤0.01% 405
2025
Q1 		$4.54K Hold
250
– – ﹤0.01% 381
2024
Q4 		$5.55K Hold
250
– – ﹤0.01% 361
2024
Q3 		$5.98K Hold
250
– – ﹤0.01% 351
2024
Q2 		$5.26K Sell
250
-9,400
-97% -$193K ﹤0.01% 359
2024
Q1 		$225K Buy
+9,650
New +$252K 0.12% 89

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