GWM
SF

Greenwich Wealth Management’s Stifel SF Stock Holding History

Greenwich 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
2023
Q3 		– Sell
-34,125
Closed -$1.36M – 239
2023
Q2 		$1.36M Sell
34,125
-299
-0.9% -$11.7K 0.14% 89
2023
Q1 		$1.36M Sell
34,424
-847
-2% -$35.6K 0.15% 90
2022
Q4 		$1.37M Hold
35,271
– – 0.15% 88
2022
Q3 		$1.22M Buy
35,271
+1,323
+4% +$52.1K 0.13% 97
2022
Q2 		$1.27M Hold
33,948
– – 0.17% 95
2022
Q1 		$1.54M Hold
33,948
– – 0.16% 91
2021
Q4 		$1.59M Sell
33,948
-176
-0.5% -$8.55K 0.13% 86
2021
Q3 		$1.55M Buy
34,124
+3
+0% +$134 0.13% 84
2021
Q2 		$1.48M Sell
34,121
-30
-0.1% -$1.34K 0.13% 85
2021
Q1 		$1.46M Sell
34,151
-124
-0.4% -$4.83K 0.12% 84
2020
Q4 		$1.15M Sell
34,275
-146
-0.4% -$4.33K 0.1% 87
2020
Q3 		$773K Buy
34,421
+390
+1% +$8.71K 0.14% 97
2020
Q2 		$717K Sell
34,031
-675
-2% -$13.6K 0.14% 98
2020
Q1 		$637K Buy
34,706
+427
+1% +$10.7K 0.14% 91
2019
Q4 		$924K Buy
34,279
+142
+0.4% +$3.71K 0.19% 88
2019
Q3 		$871K Sell
34,137
-707
-2% -$17.8K 0.17% 94
2019
Q2 		$915K Sell
34,844
-1,039
-3% -$26.5K 0.16% 94
2019
Q1 		$841K Buy
35,883
+182
+0.5% +$4.12K 0.15% 89
2018
Q4 		$657K Sell
35,701
-441
-1% -$9.14K 0.13% 97
2018
Q3 		$823K Buy
36,142
+36
+0.1% +$867 0.14% 96
2018
Q2 		$838K Buy
36,106
+83
+0.2% +$2.16K 0.15% 90
2018
Q1 		$948K Hold
36,023
– – 0.15% 82
2017
Q4 		$954K Sell
36,023
-344
-0.9% -$8.42K 0.16% 83
2017
Q3 		$864K Buy
36,367
+2,354
+7% +$51K 0.15% 85
2017
Q2 		$695K Hold
34,013
– – 0.12% 97
2017
Q1 		$759K Buy
34,013
+263
+0.8% +$6.06K 0.1% 89
2016
Q4 		$749K Hold
33,750
– – 0.09% 105
2016
Q3 		$577K Buy
+33,750
New +$542K 0.1% 118

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Greenwich Wealth Management's SF Position: Q3 2023 in Review

Greenwich Wealth Management sold out of Stifel (SF) in Q3 2023, closing a stake of 34,125 shares — an estimated $1.36M sold.

Greenwich Wealth Management first reported a position in SF in Q3 2016 and held it in 28 quarters. The position peaked at $1.59M in Q4 2021. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Greenwich Wealth Management reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Greenwich Wealth Management sold 34,125 Stifel shares in Q3 2023, an estimated $1.36M.
  • Greenwich Wealth Management first reported a position in Stifel in Q3 2016 and held it in 28 quarters.
  • Greenwich Wealth Management's Stifel position peaked at $1.59M in Q4 2021.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Greenwich Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.