BHWM
SF

Beaird Harris Wealth Management’s Stifel SF Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-56
Closed -$2.16K – 705
2022
Q4 		$2.16K Buy
+56
New +$2.22K ﹤0.01% 573

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Beaird Harris Wealth Management's SF Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Stifel (SF) in Q1 2023, closing a stake of 56 shares — an estimated $2.16K sold.

Beaird Harris Wealth Management first reported a position in SF in Q4 2022 and held it in 1 quarter. The position peaked at $2.16K in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 56 Stifel shares in Q1 2023, an estimated $2.16K.
  • Beaird Harris Wealth Management first reported a position in Stifel in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Stifel position peaked at $2.16K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.