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Wellspring Financial Advisors’s SHF Holdings SHFS Stock Holding History

Wellspring Financial Advisors’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-565
Closed -$114K – 136
2022
Q1 		$114K Buy
+565
New +$114K 0.03% 128

Other funds holding SHFS

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellspring Financial Advisors's SHFS Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of SHF Holdings (SHFS) in Q2 2022, closing a stake of 565 shares — an estimated $114K sold.

Wellspring Financial Advisors first reported a position in SHFS in Q1 2022 and held it in 1 quarter. The position peaked at $114K in Q1 2022. 24 funds tracked by Wall St. Rank hold SHFS as of Q2 2022.

  • Wellspring Financial Advisors reported no remaining SHF Holdings position as of Q2 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 565 SHF Holdings shares in Q2 2022, an estimated $114K.
  • Wellspring Financial Advisors first reported a position in SHF Holdings in Q1 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's SHF Holdings position peaked at $114K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held SHF Holdings as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.