BAM
SF

Belpointe Asset Management’s Stifel SF Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,031
Closed -$40.6K – 2877
2023
Q1 		$40.6K Buy
1,031
+543
+111% +$22.8K ﹤0.01% 1830
2022
Q4 		$19K Sell
488
-7,075
-94% -$280K ﹤0.01% 2222
2022
Q3 		$262K Buy
+7,563
New +$298K 0.02% 735

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Belpointe Asset Management's SF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Stifel (SF) in Q2 2023, closing a stake of 1,031 shares — an estimated $40.6K sold.

Belpointe Asset Management first reported a position in SF in Q3 2022 and held it in 3 quarters. The position peaked at $262K in Q3 2022. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,031 Stifel shares in Q2 2023, an estimated $40.6K.
  • Belpointe Asset Management first reported a position in Stifel in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Stifel position peaked at $262K in Q3 2022.
  • 369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.