Guidance Point Advisors’s Stifel SF Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-131	Closed	-$5K	–	348
2021 Q3	$5K	Buy	+131	New	+$5.84K	﹤0.01%	342

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Guidance Point Advisors's SF Position: Q4 2021 in Review

Guidance Point Advisors sold out of Stifel (SF) in Q4 2021, closing a stake of 131 shares — an estimated $5K sold.

Guidance Point Advisors first reported a position in SF in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

Guidance Point Advisors reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 131 Stifel shares in Q4 2021, an estimated $5K.
Guidance Point Advisors first reported a position in Stifel in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Stifel position peaked at $5K in Q3 2021.
348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.