State Street
SFT

State Street’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

State Street’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
-40,871
Closed -$65.4K – 4586
2023
Q3 		$65.4K Hold
40,871
– – ﹤0.01% 4217
2023
Q2 		$88.7K Hold
40,871
– – ﹤0.01% 4272
2023
Q1 		$45.8K Sell
40,871
-3
-0% -$6 ﹤0.01% 4523
2022
Q4 		$60.9K Buy
40,874
+18,349
+81% +$69.7K ﹤0.01% 4512
2022
Q3 		$158K Hold
22,525
– – ﹤0.01% 4239
2022
Q2 		$152K Sell
22,525
-86,821
-79% -$1.07M ﹤0.01% 4337
2022
Q1 		$2.41M Sell
109,346
-161,301
-60% -$3.58M ﹤0.01% 3494
2021
Q4 		$9.23M Buy
270,647
+71,189
+36% +$3.9M ﹤0.01% 2962
2021
Q3 		$13.8M Sell
199,458
-23,478
-11% -$1.88M ﹤0.01% 2693
2021
Q2 		$19.1M Buy
222,936
+152,858
+218% +$12.2M ﹤0.01% 2544
2021
Q1 		$5.83M Buy
70,078
+66,078
+1,652% +$5.82M ﹤0.01% 2982
2020
Q4 		$331K Buy
+4,000
New +$371K ﹤0.01% 3694

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

State Street's SFT Position: Q4 2023 in Review

State Street sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 40,871 shares — an estimated $65.4K sold.

State Street first reported a position in SFT in Q4 2020 and held it in 12 quarters. The position peaked at $19.1M in Q2 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • State Street reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • State Street sold 40,871 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $65.4K.
  • State Street first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 12 quarters.
  • State Street's Shift Technologies, Inc. Class A Common Stock position peaked at $19.1M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on State Street's 13F filing for Q4 2023, filed 14 Feb 2024.