Cary Street Partners Investment Advisory’s Stifel Financial Corp. SF.PRA Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SF.PRA Stock Details SF.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,000	Closed	-$153K	–	954
2020 Q3	$153K	Buy	+6,000	New	+$155K	0.03%	301

Other funds holding SF.PRA

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Cary Street Partners Investment Advisory's SF.PRA Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Stifel Financial Corp. (SF.PRA) in Q4 2020, closing a stake of 6,000 shares — an estimated $153K sold.

Cary Street Partners Investment Advisory first reported a position in SF.PRA in Q3 2020 and held it in 1 quarter. The position peaked at $153K in Q3 2020. 2 funds tracked by Wall St. Rank hold SF.PRA as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining Stifel Financial Corp. position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,000 Stifel Financial Corp. shares in Q4 2020, an estimated $153K.
Cary Street Partners Investment Advisory first reported a position in Stifel Financial Corp. in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Stifel Financial Corp. position peaked at $153K in Q3 2020.
2 funds tracked by Wall St. Rank held Stifel Financial Corp. as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.