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Old Mission Capital’s SoFi Select 500 ETF SFY Stock Holding History

Old Mission Capital’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
2022
Q3 		– Sell
-4,543
Closed -$299K – 1304
2022
Q2 		$299K Buy
+4,543
New +$331K 0.01% 962

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Old Mission Capital's SFY Position: Q3 2022 in Review

Old Mission Capital sold out of SoFi Select 500 ETF (SFY) in Q3 2022, closing a stake of 4,543 shares — an estimated $299K sold.

Old Mission Capital first reported a position in SFY in Q2 2022 and held it in 1 quarter. The position peaked at $299K in Q2 2022. 17 funds tracked by Wall St. Rank hold SFY as of Q3 2022.

  • Old Mission Capital reported no remaining SoFi Select 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 4,543 SoFi Select 500 ETF shares in Q3 2022, an estimated $299K.
  • Old Mission Capital first reported a position in SoFi Select 500 ETF in Q2 2022 and held it in 1 quarter.
  • Old Mission Capital's SoFi Select 500 ETF position peaked at $299K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.