AA
SF

AlphaQ Advisors’s Stifel SF Stock Holding History

AlphaQ Advisors’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
Q2 		– Sell
-15,000
Closed -$782K – 141
2024
Q1 		$782K Sell
15,000
-1,500
-9% -$73.9K 0.47% 56
2023
Q4 		$761K Sell
16,500
-1,979
-11% -$81.4K 0.53% 46
2023
Q3 		$757K Sell
18,479
-17,977
-49% -$757K 0.66% 41
2023
Q2 		$1.45M Sell
36,456
-113
-0.3% -$4.41K 1.07% 24
2023
Q1 		$1.44M Sell
36,569
-123
-0.3% -$5.17K 1.22% 20
2022
Q4 		$1.43M Buy
+36,692
New +$1.45M 1.24% 21

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AlphaQ Advisors's SF Position: Q2 2024 in Review

AlphaQ Advisors sold out of Stifel (SF) in Q2 2024, closing a stake of 15,000 shares — an estimated $782K sold.

AlphaQ Advisors first reported a position in SF in Q4 2022 and held it in 6 quarters. The position peaked at $1.45M in Q2 2023. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • AlphaQ Advisors reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • AlphaQ Advisors sold 15,000 Stifel shares in Q2 2024, an estimated $782K.
  • AlphaQ Advisors first reported a position in Stifel in Q4 2022 and held it in 6 quarters.
  • AlphaQ Advisors's Stifel position peaked at $1.45M in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.