CA
SF

Cetera Advisors’s Stifel SF Stock Holding History

Cetera 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
Q1 		$265K Buy
+5,091
New +$251K ﹤0.01% 2023
2023
Q1 		– Sell
-6,264
Closed -$244K – 1713
2022
Q4 		$244K Buy
+6,264
New +$248K ﹤0.01% 1344

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cetera Advisors's SF Position: Q1 2024 in Review

Cetera Advisors opened a new position in Stifel (SF) in Q1 2024: 5,091 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2023 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SF as recently as Q4 2022.

Cetera Advisors first reported a position in SF in Q4 2022 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold SF as of Q1 2024.

  • Cetera Advisors held 5,091 shares of Stifel worth $265K as of Q1 2024.
  • Stifel was a new Cetera Advisors position in Q1 2024.
  • Stifel made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2023 holding.
  • Cetera Advisors first reported a position in Stifel in Q4 2022 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

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