CSPIA
SF

Cary Street Partners Investment Advisory’s Stifel SF Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-120
Closed -$4.92K – 1613
2023
Q3 		$4.92K Buy
120
+15
+14% +$632 ﹤0.01% 1483
2023
Q2 		$4.18K Sell
105
-128
-55% -$4.99K ﹤0.01% 1456
2023
Q1 		$9.16K Buy
233
+75
+47% +$3.15K ﹤0.01% 1173
2022
Q4 		$6.13K Buy
+158
New +$6.25K ﹤0.01% 1280

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cary Street Partners Investment Advisory's SF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Stifel (SF) in Q4 2023, closing a stake of 120 shares — an estimated $4.92K sold.

Cary Street Partners Investment Advisory first reported a position in SF in Q4 2022 and held it in 4 quarters. The position peaked at $9.16K in Q1 2023. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 120 Stifel shares in Q4 2023, an estimated $4.92K.
  • Cary Street Partners Investment Advisory first reported a position in Stifel in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Stifel position peaked at $9.16K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.