TWD
SFT

True Wealth Design’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

True Wealth Design’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
Q2 		– Sell
-690
Closed -$773 – 891
2023
Q1 		$773 Buy
690
+190
+38% +$386 ﹤0.01% 439
2022
Q4 		$744 Buy
+500
New +$1.9K ﹤0.01% 377

Other funds holding SFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

True Wealth Design's SFT Position: Q2 2023 in Review

True Wealth Design sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q2 2023, closing a stake of 690 shares — an estimated $773 sold.

True Wealth Design first reported a position in SFT in Q4 2022 and held it in 2 quarters. The position peaked at $773 in Q1 2023. 38 funds tracked by Wall St. Rank hold SFT as of Q2 2023.

  • True Wealth Design reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • True Wealth Design sold 690 Shift Technologies, Inc. Class A Common Stock shares in Q2 2023, an estimated $773.
  • True Wealth Design first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • True Wealth Design's Shift Technologies, Inc. Class A Common Stock position peaked at $773 in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.