Financial Gravity Asset Management’s Stifel SF Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-20	Closed	-$1.02K	–	2269
2024 Q1	$1.02K	Buy	+20	New	+$985	﹤0.01%	1235
2023 Q3	–	Sell	-90	Closed	-$868	–	1697
2023 Q2	$868	Buy	90 +1	+1%	+$39	﹤0.01%	847
2023 Q1	$294	Buy	89 +2	+2%	+$84	0.01%	549
2022 Q4	$10.8K	Sell	87 -459	-84%	-$18.2K	0.06%	228
2022 Q3	$261	Sell	546 -42	-7%	-$1.65K	0.01%	501
2022 Q2	$283	Buy	+588	New	+$24.4K	0.01%	480
2020 Q1	–	Sell	-137	Closed	-$4K	–	1333
2019 Q4	$4K	Hold	137	–	–	﹤0.01%	1293
2019 Q3	$4K	Hold	137	–	–	﹤0.01%	760
2019 Q2	$4K	Hold	137	–	–	﹤0.01%	746
2019 Q1	$3K	Buy	+137	New	+$3.1K	﹤0.01%	868

Other funds holding SF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Gravity Asset Management's SF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Stifel (SF) in Q2 2024, closing a stake of 20 shares — an estimated $1.02K sold.

Financial Gravity Asset Management first reported a position in SF in Q1 2019 and held it in 10 quarters. The position peaked at $10.8K in Q4 2022. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

Financial Gravity Asset Management reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 20 Stifel shares in Q2 2024, an estimated $1.02K.
Financial Gravity Asset Management first reported a position in Stifel in Q1 2019 and held it in 10 quarters.
Financial Gravity Asset Management's Stifel position peaked at $10.8K in Q4 2022.
435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.