TI
BYOB

Tidal Investments’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

Tidal Investments’s Portfolio BYOB Stock Details BYOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,922
Closed -$211K – 1556
2023
Q3 		$211K Sell
13,922
-2,348
-14% -$38.7K 0.01% 1197
2023
Q2 		$269K Sell
16,270
-5,614
-26% -$86.8K 0.01% 1088
2023
Q1 		$350K Buy
+21,884
New +$334K 0.01% 934
2022
Q3 		– Sell
-32,072
Closed -$468K – 1218
2022
Q2 		$468K Sell
32,072
-3,540
-10% -$60.3K 0.02% 621
2022
Q1 		$786K Sell
35,612
-3,024
-8% -$69.8K 0.02% 497
2021
Q4 		$1.11M Buy
38,636
+8,305
+27% +$280K 0.03% 370
2021
Q3 		$1.05M Buy
30,331
+2,760
+10% +$99.9K 0.04% 320
2021
Q2 		$1.07M Buy
27,571
+7,137
+35% +$263K 0.04% 270
2021
Q1 		$765K Buy
20,434
+2,725
+15% +$111K 0.04% 228
2020
Q4 		$647K Buy
17,709
+2,906
+20% +$94.5K 0.04% 197
2020
Q3 		$409K Buy
14,803
+3,171
+27% +$84.2K 0.05% 171
2020
Q2 		$277K Sell
11,632
-6,613
-36% -$137K 0.04% 237
2020
Q1 		$289K Buy
18,245
+5,758
+46% +$106K 0.09% 169
2019
Q4 		$232K Sell
12,487
-2,042
-14% -$37.1K 0.1% 170
2019
Q3 		$261K Buy
+14,529
New +$279K 0.12% 138

Other funds holding BYOB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tidal Investments's BYOB Position: Q4 2023 in Review

Tidal Investments sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q4 2023, closing a stake of 13,922 shares — an estimated $211K sold.

Tidal Investments first reported a position in BYOB in Q3 2019 and held it in 15 quarters. The position peaked at $1.11M in Q4 2021. 7 funds tracked by Wall St. Rank hold BYOB as of Q4 2023.

  • Tidal Investments reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q4 2023 after selling out during the quarter.
  • Tidal Investments sold 13,922 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q4 2023, an estimated $211K.
  • Tidal Investments first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q3 2019 and held it in 15 quarters.
  • Tidal Investments's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $1.11M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.