IWP
SF

Icon Wealth Partners’s Stifel SF Stock Holding History

Icon Wealth Partners’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 		$136K Buy
3,324
+525
+19% +$22.1K 0.02% 335
2023
Q2 		$111K Hold
2,799
– – 0.01% 392
2023
Q1 		$110K Buy
+2,799
New +$118K 0.01% 393

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

Icon Wealth Partners's SF Position: Q3 2023 in Review

Icon Wealth Partners increased its Stifel (SF) stake by 19% in Q3 2023, buying an estimated $22.1K and bringing the position to 3,324 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #335.

Icon Wealth Partners first reported a position in SF in Q1 2023 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Icon Wealth Partners held 3,324 shares of Stifel worth $136K as of Q3 2023.
  • Icon Wealth Partners bought 525 Stifel shares in Q3 2023, an estimated $22.1K.
  • Stifel made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #335 holding.
  • Icon Wealth Partners first reported a position in Stifel in Q1 2023 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.