Mission Wealth Management’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Mission Wealth Management’s Portfolio SFT Stock Details SFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$1.49K	–	564
2022 Q4	$1.49K	Hold	1,000	–	–	﹤0.01%	523
2022 Q3	$7K	Hold	1,000	–	–	﹤0.01%	507
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	514
2022 Q1	$22K	Hold	1,000	–	–	﹤0.01%	532
2021 Q4	$34K	Buy	+1,000	New	+$54.8K	﹤0.01%	536

Other funds holding SFT

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Mission Wealth Management's SFT Position: Q1 2023 in Review

Mission Wealth Management sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q1 2023, closing a stake of 1,000 shares — an estimated $1.49K sold.

Mission Wealth Management first reported a position in SFT in Q4 2021 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 43 funds tracked by Wall St. Rank hold SFT as of Q1 2023.

Mission Wealth Management reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Mission Wealth Management sold 1,000 Shift Technologies, Inc. Class A Common Stock shares in Q1 2023, an estimated $1.49K.
Mission Wealth Management first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Mission Wealth Management's Shift Technologies, Inc. Class A Common Stock position peaked at $34K in Q4 2021.
43 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q1 2023.

Based on Mission Wealth Management's 13F filing for Q1 2023, filed 7 Apr 2023.