ARIS
SF

Advanced Research Investment Solutions’s Stifel SF Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-1,652
Closed -$57K – 129
2022
Q3 		$57K Buy
+1,652
New +$65K 0.04% 87

Other funds holding SF

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advanced Research Investment Solutions's SF Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Stifel (SF) in Q4 2022, closing a stake of 1,652 shares — an estimated $57K sold.

Advanced Research Investment Solutions first reported a position in SF in Q3 2022 and held it in 1 quarter. The position peaked at $57K in Q3 2022. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Stifel position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,652 Stifel shares in Q4 2022, an estimated $57K.
  • Advanced Research Investment Solutions first reported a position in Stifel in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Stifel position peaked at $57K in Q3 2022.
  • 362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.