BNC Wealth Management’s Stifel SF Stock Holding History

BNC 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
2020 Q4	–	Sell	-90	Closed	-$2K	–	395
2020 Q3	$2K	Buy	+90	New	+$2.01K	﹤0.01%	458

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNC Wealth Management's SF Position: Q4 2020 in Review

BNC Wealth Management sold out of Stifel (SF) in Q4 2020, closing a stake of 90 shares — an estimated $2K sold.

BNC Wealth Management first reported a position in SF in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

BNC Wealth Management reported no remaining Stifel position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 90 Stifel shares in Q4 2020, an estimated $2K.
BNC Wealth Management first reported a position in Stifel in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Stifel position peaked at $2K in Q3 2020.
296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.