HWMA
SF

Heritage Wealth Management (Arizona)’s Stifel SF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$338K Buy
8,691
+4,788
+123% +$189K 0.05% 277
2022
Q3 		$135K Buy
3,903
+138
+4% +$5.43K 0.04% 298
2022
Q2 		$141K Buy
3,765
+73
+2% +$3.03K 0.05% 299
2022
Q1 		$167K Buy
+3,692
New +$177K 0.05% 302
2021
Q3 		$115K Sell
2,549
-328
-11% -$14.6K 0.04% 314
2021
Q2 		$124K Buy
+2,877
New +$129K 0.05% 303

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Stifel (SF) stake by 123% in Q4 2022, buying an estimated $189K and bringing the position to 8,691 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #277.

Heritage Wealth Management (Arizona) first reported a position in SF in Q2 2021 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 8,691 shares of Stifel worth $338K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4,788 Stifel shares in Q4 2022, an estimated $189K.
  • Stifel made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #277 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Stifel in Q2 2021 and has held it in 6 quarters since.
  • 362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.