WealthPLAN Partners’s The Shyft Group SHYF Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-440	Closed	-$10K	–	1377
2023 Q1	$10K	Buy	+440	New	+$12.3K	﹤0.01%	863

Other funds holding SHYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's SHYF Position: Q2 2023 in Review

WealthPLAN Partners sold out of The Shyft Group (SHYF) in Q2 2023, closing a stake of 440 shares — an estimated $10K sold.

WealthPLAN Partners first reported a position in SHYF in Q1 2023 and held it in 1 quarter. The position peaked at $10K in Q1 2023. 177 funds tracked by Wall St. Rank hold SHYF as of Q2 2023.

WealthPLAN Partners reported no remaining The Shyft Group position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 440 The Shyft Group shares in Q2 2023, an estimated $10K.
WealthPLAN Partners first reported a position in The Shyft Group in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's The Shyft Group position peaked at $10K in Q1 2023.
177 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.