Osaic Holdings
SFT

Osaic Holdings’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Osaic Holdings’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
-1,343
Closed -$2.15K – 7638
2023
Q3 		$2.15K Sell
1,343
-47
-3% -$76 ﹤0.01% 6605
2023
Q2 		$3.01K Sell
1,390
-237
-15% -$393 ﹤0.01% 6518
2023
Q1 		$1.82K Sell
1,627
-16,692
-91% -$34K ﹤0.01% 6755
2022
Q4 		$26K Buy
18,319
+16,662
+1,006% +$63.3K ﹤0.01% 5383
2022
Q3 		$12K Sell
1,657
-190
-10% -$1.82K ﹤0.01% 5944
2022
Q2 		$13K Buy
1,847
+28
+2% +$344 ﹤0.01% 5935
2022
Q1 		$40K Buy
1,819
+593
+48% +$13.2K ﹤0.01% 5261
2021
Q4 		$41K Sell
1,226
-45
-4% -$2.46K ﹤0.01% 5292
2021
Q3 		$88K Buy
1,271
+678
+114% +$54.3K ﹤0.01% 4644
2021
Q2 		$51K Hold
593
– – ﹤0.01% 5034
2021
Q1 		$49K Buy
593
+328
+124% +$28.9K ﹤0.01% 4903
2020
Q4 		$22K Buy
265
+120
+83% +$11.1K ﹤0.01% 5111
2020
Q3 		$17K Hold
145
– – ﹤0.01% 5010
2020
Q2 		$19K Buy
+145
New +$15.3K ﹤0.01% 4843

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

Osaic Holdings's SFT Position: Q4 2023 in Review

Osaic Holdings sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 1,343 shares — an estimated $2.15K sold.

Osaic Holdings first reported a position in SFT in Q2 2020 and held it in 14 quarters. The position peaked at $88K in Q3 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Osaic Holdings reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Osaic Holdings sold 1,343 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $2.15K.
  • Osaic Holdings first reported a position in Shift Technologies, Inc. Class A Common Stock in Q2 2020 and held it in 14 quarters.
  • Osaic Holdings's Shift Technologies, Inc. Class A Common Stock position peaked at $88K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.