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

Parallel 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
2024 Q1	–	Sell	-21	Closed	-$617	–	3403
2023 Q4	$617	Buy	21 +1	+5%	+$28	﹤0.01%	3026
2023 Q3	$545	Hold	20	–	–	﹤0.01%	3090
2023 Q2	$567	Hold	20	–	–	﹤0.01%	3073
2023 Q1	$482	Hold	20	–	–	﹤0.01%	3130
2022 Q4	$394	Hold	20	–	–	﹤0.01%	3080
2022 Q3	$0	Hold	20	–	–	﹤0.01%	3461
2022 Q2	$0	Hold	20	–	–	﹤0.01%	3324
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	2828
2021 Q4	$1K	Buy	+20	New	+$786	﹤0.01%	2952

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parallel Advisors's SFYF Position: Q1 2024 in Review

Parallel Advisors sold out of SoFi Social 50 ETF (SFYF) in Q1 2024, closing a stake of 21 shares — an estimated $617 sold.

Parallel Advisors first reported a position in SFYF in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 3 funds tracked by Wall St. Rank hold SFYF as of Q1 2024.

Parallel Advisors reported no remaining SoFi Social 50 ETF position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 21 SoFi Social 50 ETF shares in Q1 2024, an estimated $617.
Parallel Advisors first reported a position in SoFi Social 50 ETF in Q4 2021 and held it in 9 quarters.
Parallel Advisors's SoFi Social 50 ETF position peaked at $1K in Q1 2022.
3 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.