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Personal Capital Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Personal Capital Advisors’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
Q4 		– Sell
-2,558
Closed -$163K – 505
2022
Q3 		$163K Buy
+2,558
New +$179K ﹤0.01% 442

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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal Capital Advisors's SFY Position: Q4 2022 in Review

Personal Capital Advisors sold out of SoFi Select 500 ETF (SFY) in Q4 2022, closing a stake of 2,558 shares — an estimated $163K sold.

Personal Capital Advisors first reported a position in SFY in Q3 2022 and held it in 1 quarter. The position peaked at $163K in Q3 2022. 20 funds tracked by Wall St. Rank hold SFY as of Q4 2022.

  • Personal Capital Advisors reported no remaining SoFi Select 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,558 SoFi Select 500 ETF shares in Q4 2022, an estimated $163K.
  • Personal Capital Advisors first reported a position in SoFi Select 500 ETF in Q3 2022 and held it in 1 quarter.
  • Personal Capital Advisors's SoFi Select 500 ETF position peaked at $163K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.