IA
SI

IFP Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

IFP Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-167
Closed -$14K – 4653
2021
Q4 		$14K Sell
167
-49
-23% -$4.11K ﹤0.01% 2110
2021
Q3 		$17K Sell
216
-594
-73% -$46.8K ﹤0.01% 2074
2021
Q2 		$64K Buy
810
+203
+33% +$16K ﹤0.01% 1416
2021
Q1 		$47K Buy
607
+547
+912% +$42.4K ﹤0.01% 1498
2020
Q4 		$5K Sell
60
-45
-43% -$3.75K ﹤0.01% 2360
2020
Q3 		$6K Buy
105
+18
+21% +$1.03K ﹤0.01% 2142
2020
Q2 		$5K Sell
87
-305
-78% -$17.5K ﹤0.01% 2131
2020
Q1 		$16K Sell
392
-1
-0.3% -$41 ﹤0.01% 1587
2019
Q4 		$28K Buy
393
+98
+33% +$6.98K ﹤0.01% 1489
2019
Q3 		$16K Buy
+295
New +$16K ﹤0.01% 1874
2019
Q1 		$1K Buy
+10
New +$1K ﹤0.01% 2313
2016
Q2 		– Sell
-10
Closed -$1K – 4269
2016
Q1 		$1K Buy
+10
New +$1K ﹤0.01% 2294

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.09B AUM 21.39% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return