RJA
SFYX

Raymond James & Associates’s SoFi Next 500 ETF SFYX Stock Holding History

Raymond James & Associates’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,378
Closed -$181K – 3938
2023
Q3 		$181K Buy
15,378
+1,308
+9% +$16K ﹤0.01% 3487
2023
Q2 		$172K Buy
14,070
+3,764
+37% +$43.4K ﹤0.01% 3523
2023
Q1 		$118K Buy
+10,306
New +$120K ﹤0.01% 3613

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return

Raymond James & Associates's SFYX Position: Q4 2023 in Review

Raymond James & Associates sold out of SoFi Next 500 ETF (SFYX) in Q4 2023, closing a stake of 15,378 shares — an estimated $181K sold.

Raymond James & Associates first reported a position in SFYX in Q1 2023 and held it in 3 quarters. The position peaked at $181K in Q3 2023. 15 funds tracked by Wall St. Rank hold SFYX as of Q4 2023.

  • Raymond James & Associates reported no remaining SoFi Next 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 15,378 SoFi Next 500 ETF shares in Q4 2023, an estimated $181K.
  • Raymond James & Associates first reported a position in SoFi Next 500 ETF in Q1 2023 and held it in 3 quarters.
  • Raymond James & Associates's SoFi Next 500 ETF position peaked at $181K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.