HGWM
SF

Harvest Group Wealth Management’s Stifel SF Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-24
Closed -$1K – 590
2020
Q4 		$1K Sell
24
-1
-4% -$30 ﹤0.01% 541
2020
Q3 		$1K Hold
25
– – ﹤0.01% 507
2020
Q2 		$0 Hold
25
– – ﹤0.01% 801
2020
Q1 		$0 Sell
25
-182
-88% -$4.56K ﹤0.01% 936
2019
Q4 		$5K Hold
207
– – ﹤0.01% 385
2019
Q3 		$5K Hold
207
– – 0.01% 424
2019
Q2 		$5K Hold
207
– – 0.01% 361
2019
Q1 		$5K Buy
+207
New +$4.69K ﹤0.01% 394

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's SF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Stifel (SF) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SF in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 305 funds tracked by Wall St. Rank hold SF as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Stifel position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 Stifel shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Stifel in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Stifel position peaked at $5K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Stifel as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.