Capital Performance Advisors’s Stifel SF Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-80	Closed	-$4.98K	–	2233
2024 Q3	$4.98K	Buy	+80	New	+$4.56K	﹤0.01%	1116

Other funds holding SF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Performance Advisors's SF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Stifel (SF) in Q4 2024, closing a stake of 80 shares — an estimated $4.98K sold.

Capital Performance Advisors first reported a position in SF in Q3 2024 and held it in 1 quarter. The position peaked at $4.98K in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

Capital Performance Advisors reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 80 Stifel shares in Q4 2024, an estimated $4.98K.
Capital Performance Advisors first reported a position in Stifel in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Stifel position peaked at $4.98K in Q3 2024.
509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.