Accurate Wealth Management’s Stifel SF Stock Holding History

Accurate Wealth Management’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23	Closed	-$914	–	1204
2022 Q4	$914	Buy	+23	New	+$910	﹤0.01%	1386

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's SF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Stifel (SF) in Q1 2023, closing a stake of 23 shares — an estimated $914 sold.

Accurate Wealth Management first reported a position in SF in Q4 2022 and held it in 1 quarter. The position peaked at $914 in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

Accurate Wealth Management reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 23 Stifel shares in Q1 2023, an estimated $914.
Accurate Wealth Management first reported a position in Stifel in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Stifel position peaked at $914 in Q4 2022.
366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.