VWA
SHYF

Visionary Wealth Advisors’s The Shyft Group SHYF Stock Holding History

Visionary Wealth Advisors’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,978
Closed -$224K – 440
2022
Q3 		$224K Buy
10,978
+25
+0.2% +$583 0.02% 350
2022
Q2 		$204K Buy
10,953
+28
+0.3% +$686 0.02% 391
2022
Q1 		$394K Buy
10,925
+513
+5% +$21.8K 0.03% 288
2021
Q4 		$512K Sell
10,412
-65
-0.6% -$2.97K 0.04% 229
2021
Q3 		$398K Buy
10,477
+6
+0.1% +$243 0.04% 214
2021
Q2 		$392K Buy
10,471
+7
+0.1% +$264 0.04% 227
2021
Q1 		$389K Buy
+10,464
New +$351K 0.04% 221

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
TAM
Tabor Asset Management New York $249M AUM 48.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Visionary Wealth Advisors's SHYF Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of The Shyft Group (SHYF) in Q4 2022, closing a stake of 10,978 shares — an estimated $224K sold.

Visionary Wealth Advisors first reported a position in SHYF in Q1 2021 and held it in 7 quarters. The position peaked at $512K in Q4 2021. 182 funds tracked by Wall St. Rank hold SHYF as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining The Shyft Group position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,978 The Shyft Group shares in Q4 2022, an estimated $224K.
  • Visionary Wealth Advisors first reported a position in The Shyft Group in Q1 2021 and held it in 7 quarters.
  • Visionary Wealth Advisors's The Shyft Group position peaked at $512K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.