HWM
SF

HighMark Wealth Management’s Stifel SF Stock Holding History

HighMark 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
-6
Closed -$1.85K – 581
2023
Q2 		$1.85K Sell
6
-128
-96% -$4.99K ﹤0.01% 468
2023
Q1 		$5.26K Hold
134
– – ﹤0.01% 387
2022
Q4 		$5.2K Hold
134
– – ﹤0.01% 337
2022
Q3 		$5K Buy
134
+60
+81% +$2.36K ﹤0.01% 344
2022
Q2 		$3K Buy
+74
New +$3.07K ﹤0.01% 409

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

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

HighMark Wealth Management sold out of Stifel (SF) in Q3 2023, closing a stake of 6 shares — an estimated $1.85K sold.

HighMark Wealth Management first reported a position in SF in Q2 2022 and held it in 5 quarters. The position peaked at $5.26K in Q1 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • HighMark Wealth Management reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 6 Stifel shares in Q3 2023, an estimated $1.85K.
  • HighMark Wealth Management first reported a position in Stifel in Q2 2022 and held it in 5 quarters.
  • HighMark Wealth Management's Stifel position peaked at $5.26K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on HighMark Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.