CAN
SF

Cetera Advisor Networks’s Stifel SF Stock Holding History

Cetera Advisor Networks’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
Q1 		$366K Sell
7,029
-1,238
-15% -$61K ﹤0.01% 2145
2023
Q4 		$381K Sell
8,267
-423
-5% -$17.4K ﹤0.01% 2082
2023
Q3 		$356K Buy
+8,690
New +$366K ﹤0.01% 2017
2021
Q3 		– Sell
-10,013
Closed -$433K – 2034
2021
Q2 		$433K Buy
10,013
+225
+2% +$10.1K 0.01% 1263
2021
Q1 		$418K Hold
9,788
– – 0.01% 971
2020
Q4 		$329K Buy
9,788
+1
+0% +$30 0.01% 994
2020
Q3 		$220K Buy
+9,787
New +$219K 0.01% 1094

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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cetera Advisor Networks's SF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Stifel (SF) stake by 15% in Q1 2024, selling an estimated $61K and leaving 7,029 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Cetera Advisor Networks first reported a position in SF in Q3 2020 and has held it in 7 quarters since. The position peaked at $433K in Q2 2021. 434 funds tracked by Wall St. Rank hold SF as of Q1 2024.

  • Cetera Advisor Networks held 7,029 shares of Stifel worth $366K as of Q1 2024.
  • Cetera Advisor Networks sold 1,238 Stifel shares in Q1 2024, an estimated $61K.
  • Stifel made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2145 holding.
  • Cetera Advisor Networks first reported a position in Stifel in Q3 2020 and has held it in 7 quarters since.
  • Cetera Advisor Networks's Stifel position peaked at $433K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.