FRA
SF

Front Row Advisors’s Stifel SF Stock Holding History

Front Row 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
Q3 		– Sell
-899
Closed -$50.4K – 781
2024
Q2 		$50.4K Sell
899
-27
-3% -$1.43K 0.02% 270
2024
Q1 		$48.2K Buy
+926
New +$45.6K 0.02% 263
2023
Q4 		– Sell
-917
Closed -$37.5K – 749
2023
Q3 		$37.5K Buy
917
+26
+3% +$1.09K 0.02% 267
2023
Q2 		$35K Sell
891
-12
-1% -$468 0.02% 282
2023
Q1 		$36K Buy
903
+72
+9% +$3.03K 0.02% 281
2022
Q4 		$32K Hold
831
– – 0.02% 289
2022
Q3 		$29K Sell
831
-11
-1% -$433 0.02% 303
2022
Q2 		$31K Hold
842
– – 0.02% 299
2022
Q1 		$38K Sell
842
-22
-3% -$1.06K 0.02% 293
2021
Q4 		$41K Sell
864
-32
-4% -$1.55K 0.02% 291
2021
Q3 		$41K Hold
896
– – 0.02% 291
2021
Q2 		$39K Sell
896
-10
-1% -$448 0.02% 300
2021
Q1 		$39K Sell
906
-11
-1% -$429 0.02% 286
2020
Q4 		$31K Sell
917
-1
-0.1% -$30 0.02% 317
2020
Q3 		$29K Buy
918
+9
+1% +$201 0.02% 319
2020
Q2 		$19K Sell
909
-27
-3% -$543 0.01% 355
2020
Q1 		$18K Hold
936
– – 0.01% 354
2019
Q4 		$25K Hold
936
– – 0.02% 296
2019
Q3 		$24K Sell
936
-25
-3% -$628 0.02% 293
2019
Q2 		$25K Hold
961
– – 0.02% 280
2019
Q1 		$23K Buy
961
+315
+49% +$7.13K 0.02% 296
2018
Q4 		$12K Hold
646
– – 0.01% 374
2018
Q3 		$12 Sell
646
-11
-2% -$265 0.01% 399
2018
Q2 		$16 Hold
657
– – 0.01% 375
2018
Q1 		$17K Sell
657
-18
-3% -$510 0.01% 349
2017
Q4 		$18K Buy
+675
New +$16.5K 0.01% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Front Row Advisors's SF Position: Q3 2024 in Review

Front Row Advisors sold out of Stifel (SF) in Q3 2024, closing a stake of 899 shares — an estimated $50.4K sold.

Front Row Advisors first reported a position in SF in Q4 2017 and held it in 26 quarters. The position peaked at $50.4K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Front Row Advisors reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 899 Stifel shares in Q3 2024, an estimated $50.4K.
  • Front Row Advisors first reported a position in Stifel in Q4 2017 and held it in 26 quarters.
  • Front Row Advisors's Stifel position peaked at $50.4K in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.