Bison Wealth’s Stifel SF Stock Holding History

Bison Wealth’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
2022 Q1	–	Sell	-34,280	Closed	-$23K	–	406
2021 Q4	$23K	Hold	34,280	–	–	0.01%	283
2021 Q3	$23K	Hold	34,280	–	–	0.01%	367
2021 Q2	$23K	Hold	34,280	–	–	0.01%	359
2021 Q1	$23K	Buy	+34,280	New	+$1.34M	0.01%	365

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bison Wealth's SF Position: Q1 2022 in Review

Bison Wealth sold out of Stifel (SF) in Q1 2022, closing a stake of 34,280 shares — an estimated $23K sold.

Bison Wealth first reported a position in SF in Q1 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

Bison Wealth reported no remaining Stifel position as of Q1 2022 after selling out during the quarter.
Bison Wealth sold 34,280 Stifel shares in Q1 2022, an estimated $23K.
Bison Wealth first reported a position in Stifel in Q1 2021 and held it in 4 quarters.
Bison Wealth's Stifel position peaked at $23K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.