Morgan Stanley
SFT

Morgan Stanley’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-17,403
Closed -$27.8K – 8070
2023
Q3 		$27.8K Sell
17,403
-4,875
-22% -$7.85K ﹤0.01% 6383
2023
Q2 		$48.3K Buy
22,278
+3,641
+20% +$6.04K ﹤0.01% 6224
2023
Q1 		$20.9K Buy
18,637
+6,117
+49% +$12.4K ﹤0.01% 6615
2022
Q4 		$18.6K Buy
12,520
+2,430
+24% +$9.23K ﹤0.01% 6721
2022
Q3 		$70K Sell
10,090
-11,851
-54% -$114K ﹤0.01% 6250
2022
Q2 		$147K Sell
21,941
-10,813
-33% -$133K ﹤0.01% 6055
2022
Q1 		$720K Sell
32,754
-67,243
-67% -$1.49M ﹤0.01% 5189
2021
Q4 		$3.41M Buy
99,997
+64,162
+179% +$3.51M ﹤0.01% 4122
2021
Q3 		$2.49M Buy
35,835
+11,070
+45% +$887K ﹤0.01% 4389
2021
Q2 		$2.13M Buy
24,765
+21,859
+752% +$1.75M ﹤0.01% 4584
2021
Q1 		$242K Sell
2,906
-1,077
-27% -$94.9K ﹤0.01% 5548
2020
Q4 		$330K Buy
3,983
+3,969
+28,350% +$368K ﹤0.01% 5313
2020
Q3 		$2K Sell
14
-6
-30% -$722 ﹤0.01% 6615
2020
Q2 		$3K Buy
+20
New +$2.12K ﹤0.01% 6411
2020
Q1 		– Sell
-33
Closed -$3K – 6789
2019
Q4 		$3K Sell
33
-57
-63% -$5.65K ﹤0.01% 6479
2019
Q3 		$9K Buy
+90
New +$8.92K ﹤0.01% 6250

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Morgan Stanley's SFT Position: Q4 2023 in Review

Morgan Stanley sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 17,403 shares — an estimated $27.8K sold.

Morgan Stanley first reported a position in SFT in Q3 2019 and held it in 16 quarters. The position peaked at $3.41M in Q4 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Morgan Stanley reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 17,403 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $27.8K.
  • Morgan Stanley first reported a position in Shift Technologies, Inc. Class A Common Stock in Q3 2019 and held it in 16 quarters.
  • Morgan Stanley's Shift Technologies, Inc. Class A Common Stock position peaked at $3.41M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.