AP
STEW

Atwood & Palmer’s SRH Total Return Fund STEW Stock Holding History

Atwood & Palmer’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,568
Closed -$19.9K – 388
2022
Q4 		$19.9K Hold
1,568
– – ﹤0.01% 283
2022
Q3 		$17K Hold
1,568
– – ﹤0.01% 278
2022
Q2 		$19K Hold
1,568
– – ﹤0.01% 296
2022
Q1 		$23K Hold
1,568
– – ﹤0.01% 302
2021
Q4 		$22K Buy
+1,568
New +$21.1K ﹤0.01% 312

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Atwood & Palmer's STEW Position: Q1 2023 in Review

Atwood & Palmer sold out of SRH Total Return Fund (STEW) in Q1 2023, closing a stake of 1,568 shares — an estimated $19.9K sold.

Atwood & Palmer first reported a position in STEW in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 97 funds tracked by Wall St. Rank hold STEW as of Q1 2023.

  • Atwood & Palmer reported no remaining SRH Total Return Fund position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 1,568 SRH Total Return Fund shares in Q1 2023, an estimated $19.9K.
  • Atwood & Palmer first reported a position in SRH Total Return Fund in Q4 2021 and held it in 5 quarters.
  • Atwood & Palmer's SRH Total Return Fund position peaked at $23K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.