KI
SF

Kapitalo Investimentos’s Stifel SF Stock Holding History

Kapitalo Investimentos’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
-3,605
Closed -$202K – 217
2024
Q2 		$202K Sell
3,605
-1,698
-32% -$90K 0.06% 154
2024
Q1 		$276K Buy
+5,303
New +$261K 0.06% 184
2023
Q2 		– Sell
-2,453
Closed -$96.6K – 676
2023
Q1 		$96.6K Buy
+2,453
New +$103K 0.03% 344

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kapitalo Investimentos's SF Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Stifel (SF) in Q3 2024, closing a stake of 3,605 shares — an estimated $202K sold.

Kapitalo Investimentos first reported a position in SF in Q1 2023 and held it in 3 quarters. The position peaked at $276K in Q1 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,605 Stifel shares in Q3 2024, an estimated $202K.
  • Kapitalo Investimentos first reported a position in Stifel in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Stifel position peaked at $276K in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.