AE Wealth Management’s Stifel SF Stock Holding History

AE 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
2024 Q1	–	Sell	-4,595	Closed	-$227K	–	1834
2023 Q4	$227K	Buy	+4,595	New	+$189K	﹤0.01%	1836

Other funds holding SF

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AE Wealth Management's SF Position: Q1 2024 in Review

AE Wealth Management sold out of Stifel (SF) in Q1 2024, closing a stake of 4,595 shares — an estimated $227K sold.

AE Wealth Management first reported a position in SF in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 435 funds tracked by Wall St. Rank hold SF as of Q1 2024.

AE Wealth Management reported no remaining Stifel position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 4,595 Stifel shares in Q1 2024, an estimated $227K.
AE Wealth Management first reported a position in Stifel in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Stifel position peaked at $227K in Q4 2023.
435 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.