WFAG
SFT

Wescott Financial Advisory Group’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Wescott Financial Advisory 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
2021
Q3 		– Sell
-2,361
Closed -$200K – 74
2021
Q2 		$200K Hold
2,361
– – 0.12% 61
2021
Q1 		$196K Buy
+2,361
New +$208K 0.13% 58

Other funds holding SFT

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wescott Financial Advisory Group's SFT Position: Q3 2021 in Review

Wescott Financial Advisory Group sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q3 2021, closing a stake of 2,361 shares — an estimated $200K sold.

Wescott Financial Advisory Group first reported a position in SFT in Q1 2021 and held it in 2 quarters. The position peaked at $200K in Q2 2021. 98 funds tracked by Wall St. Rank hold SFT as of Q3 2021.

  • Wescott Financial Advisory Group reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 2,361 Shift Technologies, Inc. Class A Common Stock shares in Q3 2021, an estimated $200K.
  • Wescott Financial Advisory Group first reported a position in Shift Technologies, Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
  • Wescott Financial Advisory Group's Shift Technologies, Inc. Class A Common Stock position peaked at $200K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q3 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2021, filed 29 Oct 2021.