Innealta Capital’s Stifel SF Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-74	Closed	-$4.12K	–	1409
2024 Q2	$4.12K	Buy	+74	New	+$3.92K	﹤0.01%	938

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Innealta Capital's SF Position: Q3 2024 in Review

Innealta Capital sold out of Stifel (SF) in Q3 2024, closing a stake of 74 shares — an estimated $4.12K sold.

Innealta Capital first reported a position in SF in Q2 2024 and held it in 1 quarter. The position peaked at $4.12K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

Innealta Capital reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 74 Stifel shares in Q3 2024, an estimated $4.12K.
Innealta Capital first reported a position in Stifel in Q2 2024 and held it in 1 quarter.
Innealta Capital's Stifel position peaked at $4.12K in Q2 2024.
443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.