Confluence Wealth Services’s Stifel SF Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-542	Closed	-$25K	–	992
2021 Q4	$25K	Buy	+542	New	+$26.3K	0.01%	674

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Confluence Wealth Services's SF Position: Q1 2022 in Review

Confluence Wealth Services sold out of Stifel (SF) in Q1 2022, closing a stake of 542 shares — an estimated $25K sold.

Confluence Wealth Services first reported a position in SF in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

Confluence Wealth Services reported no remaining Stifel position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 542 Stifel shares in Q1 2022, an estimated $25K.
Confluence Wealth Services first reported a position in Stifel in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Stifel position peaked at $25K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.