BWA
SF

Beam Wealth Advisors’s Stifel SF Stock Holding History

Beam Wealth 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
2021
Q4 		– Sell
-6,653
Closed -$301K – 135
2021
Q3 		$301K Hold
6,653
– – 0.26% 104
2021
Q2 		$288K Hold
6,653
– – 0.25% 104
2021
Q1 		$284K Sell
6,653
-147
-2% -$5.73K 0.25% 97
2020
Q4 		$229K Buy
+6,800
New +$202K 0.22% 113

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beam Wealth Advisors's SF Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Stifel (SF) in Q4 2021, closing a stake of 6,653 shares — an estimated $301K sold.

Beam Wealth Advisors first reported a position in SF in Q4 2020 and held it in 4 quarters. The position peaked at $301K in Q3 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,653 Stifel shares in Q4 2021, an estimated $301K.
  • Beam Wealth Advisors first reported a position in Stifel in Q4 2020 and held it in 4 quarters.
  • Beam Wealth Advisors's Stifel position peaked at $301K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.