UBS Group
SFT

UBS Group’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

UBS Group’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
-84
Closed -$134 – 10571
2023
Q3 		$134 Hold
84
– – ﹤0.01% 8814
2023
Q2 		$182 Hold
84
– – ﹤0.01% 8422
2023
Q1 		$94 Sell
84
-1
-1% -$2 ﹤0.01% 9257
2022
Q4 		$127 Buy
+85
New +$323 ﹤0.01% 10373
2022
Q3 		– Sell
-1,033
Closed -$7K – 11460
2022
Q2 		$7K Sell
1,033
-223
-18% -$2.74K ﹤0.01% 8593
2022
Q1 		$27K Buy
1,256
+1,059
+538% +$23.5K ﹤0.01% 7123
2021
Q4 		$7K Sell
197
-2,141
-92% -$117K ﹤0.01% 9209
2021
Q3 		$162K Buy
2,338
+755
+48% +$60.5K ﹤0.01% 5483
2021
Q2 		$136K Sell
1,583
-4,875
-75% -$390K ﹤0.01% 5641
2021
Q1 		$537K Buy
6,458
+6,410
+13,354% +$565K ﹤0.01% 4809
2020
Q4 		$4K Buy
+48
New +$4.45K ﹤0.01% 7948
2020
Q2 		– Sell
-100
Closed -$10K – 8514
2020
Q1 		$10K Sell
100
-850
-89% -$84.9K ﹤0.01% 6953
2019
Q4 		$95K Buy
+950
New +$94.2K ﹤0.01% 6039

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

UBS Group's SFT Position: Q4 2023 in Review

UBS Group sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 84 shares — an estimated $134 sold.

UBS Group first reported a position in SFT in Q4 2019 and held it in 13 quarters. The position peaked at $537K in Q1 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • UBS Group reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 84 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $134.
  • UBS Group first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2019 and held it in 13 quarters.
  • UBS Group's Shift Technologies, Inc. Class A Common Stock position peaked at $537K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.