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SFYF icon

NewEdge Advisors’s SoFi Social 50 ETF SFYF Stock Holding History

NewEdge Advisors’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$39 – 4034
2022
Q4 		$39 Buy
+2
New +$44 ﹤0.01% 3507

Other funds holding SFYF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's SFYF Position: Q1 2023 in Review

NewEdge Advisors sold out of SoFi Social 50 ETF (SFYF) in Q1 2023, closing a stake of 2 shares — an estimated $39 sold.

NewEdge Advisors first reported a position in SFYF in Q4 2022 and held it in 1 quarter. The position peaked at $39 in Q4 2022. 7 funds tracked by Wall St. Rank hold SFYF as of Q1 2023.

  • NewEdge Advisors reported no remaining SoFi Social 50 ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2 SoFi Social 50 ETF shares in Q1 2023, an estimated $39.
  • NewEdge Advisors first reported a position in SoFi Social 50 ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's SoFi Social 50 ETF position peaked at $39 in Q4 2022.
  • 7 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.