Wells Fargo
SFT

Wells Fargo’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Wells Fargo’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
-86
Closed -$138 – 7851
2023
Q3 		$138 Sell
86
-3
-3% -$5 ﹤0.01% 6681
2023
Q2 		$193 Sell
89
-309
-78% -$513 ﹤0.01% 6714
2023
Q1 		$446 Sell
398
-163
-29% -$332 ﹤0.01% 6578
2022
Q4 		$834 Buy
561
+249
+80% +$946 ﹤0.01% 6241
2022
Q3 		$2K Sell
312
-4,899
-94% -$47K ﹤0.01% 6239
2022
Q2 		$35K Sell
5,211
-5,983
-53% -$73.5K ﹤0.01% 5194
2022
Q1 		$246K Sell
11,194
-28,513
-72% -$633K ﹤0.01% 4866
2021
Q4 		$1.35M Buy
39,707
+34,207
+622% +$1.87M ﹤0.01% 3854
2021
Q3 		$382K Buy
5,500
+161
+3% +$12.9K ﹤0.01% 4819
2021
Q2 		$458K Buy
5,339
+4,831
+951% +$387K ﹤0.01% 4669
2021
Q1 		$42K Sell
508
-660
-57% -$58.2K ﹤0.01% 5897
2020
Q4 		$96K Buy
1,168
+718
+160% +$66.5K ﹤0.01% 5376
2020
Q3 		$53K Buy
+450
New +$54.2K ﹤0.01% 5490

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

Wells Fargo's SFT Position: Q4 2023 in Review

Wells Fargo sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 86 shares — an estimated $138 sold.

Wells Fargo first reported a position in SFT in Q3 2020 and held it in 13 quarters. The position peaked at $1.35M in Q4 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Wells Fargo reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 86 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $138.
  • Wells Fargo first reported a position in Shift Technologies, Inc. Class A Common Stock in Q3 2020 and held it in 13 quarters.
  • Wells Fargo's Shift Technologies, Inc. Class A Common Stock position peaked at $1.35M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

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