TVAMP
SFY icon

Tennessee Valley Asset Management Partners’s SoFi Select 500 ETF SFY Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-26
Closed -$2.24K – 623
2023
Q4 		$2.24K Buy
+26
New +$2.06K ﹤0.01% 650

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SFY Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of SoFi Select 500 ETF (SFY) in Q1 2024, closing a stake of 26 shares — an estimated $2.24K sold.

Tennessee Valley Asset Management Partners first reported a position in SFY in Q4 2023 and held it in 1 quarter. The position peaked at $2.24K in Q4 2023. 27 funds tracked by Wall St. Rank hold SFY as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining SoFi Select 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 26 SoFi Select 500 ETF shares in Q1 2024, an estimated $2.24K.
  • Tennessee Valley Asset Management Partners first reported a position in SoFi Select 500 ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's SoFi Select 500 ETF position peaked at $2.24K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.