MPCL
SFY icon

My Personal CFO LLC’s SoFi Select 500 ETF SFY Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-121
Closed -$8.03K – 682
2022
Q4 		$8.03K Buy
+121
New +$8.21K 0.01% 296

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

My Personal CFO LLC's SFY Position: Q1 2023 in Review

My Personal CFO LLC sold out of SoFi Select 500 ETF (SFY) in Q1 2023, closing a stake of 121 shares — an estimated $8.03K sold.

My Personal CFO LLC first reported a position in SFY in Q4 2022 and held it in 1 quarter. The position peaked at $8.03K in Q4 2022. 19 funds tracked by Wall St. Rank hold SFY as of Q1 2023.

  • My Personal CFO LLC reported no remaining SoFi Select 500 ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 121 SoFi Select 500 ETF shares in Q1 2023, an estimated $8.03K.
  • My Personal CFO LLC first reported a position in SoFi Select 500 ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's SoFi Select 500 ETF position peaked at $8.03K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.