Baldwin Wealth Partners’s Stifel SF Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-41	Closed	-$2.27K	–	1162
2024 Q2	$2.27K	Buy	+41	New	+$2.17K	﹤0.01%	651

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Baldwin Wealth Partners's SF Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Stifel (SF) in Q3 2024, closing a stake of 41 shares — an estimated $2.27K sold.

Baldwin Wealth Partners first reported a position in SF in Q2 2024 and held it in 1 quarter. The position peaked at $2.27K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

Baldwin Wealth Partners reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 41 Stifel shares in Q3 2024, an estimated $2.27K.
Baldwin Wealth Partners first reported a position in Stifel in Q2 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Stifel position peaked at $2.27K in Q2 2024.
443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.