FinTrust Capital Advisors’s Stifel SF Stock Holding History

FinTrust Capital 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
2023 Q4	–	Sell	-741	Closed	-$30.4K	–	1329
2023 Q3	$30.4K	Buy	+741	New	+$31.2K	0.01%	564

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

FinTrust Capital Advisors's SF Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Stifel (SF) in Q4 2023, closing a stake of 741 shares — an estimated $30.4K sold.

FinTrust Capital Advisors first reported a position in SF in Q3 2023 and held it in 1 quarter. The position peaked at $30.4K in Q3 2023. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

FinTrust Capital Advisors reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 741 Stifel shares in Q4 2023, an estimated $30.4K.
FinTrust Capital Advisors first reported a position in Stifel in Q3 2023 and held it in 1 quarter.
FinTrust Capital Advisors's Stifel position peaked at $30.4K in Q3 2023.
378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.