IC
SF

Intersect Capital’s Stifel SF Stock Holding History

Intersect 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
2022
Q2 		– Sell
-5,265
Closed -$238K – 429
2022
Q1 		$238K Buy
5,265
+42
+0.8% +$2.02K 0.05% 375
2021
Q4 		$245K Hold
5,223
– – 0.05% 353
2021
Q3 		$237K Sell
5,223
-65
-1% -$2.9K 0.04% 334
2021
Q2 		$229K Sell
5,288
-69
-1% -$3.09K 0.04% 320
2021
Q1 		$229K Buy
+5,357
New +$209K 0.05% 290

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Intersect Capital's SF Position: Q2 2022 in Review

Intersect Capital sold out of Stifel (SF) in Q2 2022, closing a stake of 5,265 shares — an estimated $238K sold.

Intersect Capital first reported a position in SF in Q1 2021 and held it in 5 quarters. The position peaked at $245K in Q4 2021. 351 funds tracked by Wall St. Rank hold SF as of Q2 2022.

  • Intersect Capital reported no remaining Stifel position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 5,265 Stifel shares in Q2 2022, an estimated $238K.
  • Intersect Capital first reported a position in Stifel in Q1 2021 and held it in 5 quarters.
  • Intersect Capital's Stifel position peaked at $245K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Stifel as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.