Empirical Wealth Management’s Stifel SF Stock Holding History

Empirical Wealth Management’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 Q2	–	Sell	-9,002	Closed	-$408K	–	522
2022 Q1	$408K	Buy	9,002 +3,731	+71%	+$179K	0.02%	354
2021 Q4	$247K	Buy	+5,271	New	+$256K	0.01%	450

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Empirical Wealth Management's SF Position: Q2 2022 in Review

Empirical Wealth Management sold out of Stifel (SF) in Q2 2022, closing a stake of 9,002 shares — an estimated $408K sold.

Empirical Wealth Management first reported a position in SF in Q4 2021 and held it in 2 quarters. The position peaked at $408K in Q1 2022. 352 funds tracked by Wall St. Rank hold SF as of Q2 2022.

Empirical Wealth Management reported no remaining Stifel position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 9,002 Stifel shares in Q2 2022, an estimated $408K.
Empirical Wealth Management first reported a position in Stifel in Q4 2021 and held it in 2 quarters.
Empirical Wealth Management's Stifel position peaked at $408K in Q1 2022.
352 funds tracked by Wall St. Rank held Stifel as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.