KCS Wealth Advisory’s Stifel SF Stock Holding History

KCS Wealth Advisory’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	$1.18M	Sell	28,700 -5,866	-17%	-$247K	0.5%	58
2023 Q2	$1.38M	Buy	34,566 +679	+2%	+$26.5K	0.48%	55
2023 Q1	$1.33M	Buy	+33,887	New	+$1.42M	0.5%	57

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

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

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

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

KCS Wealth Advisory's SF Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Stifel (SF) stake by 17% in Q3 2023, selling an estimated $247K and leaving 28,700 shares worth $1.18M. The position accounts for 0.5% of the portfolio, ranked #58.

KCS Wealth Advisory first reported a position in SF in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.38M in Q2 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

KCS Wealth Advisory held 28,700 shares of Stifel worth $1.18M as of Q3 2023.
KCS Wealth Advisory sold 5,866 Stifel shares in Q3 2023, an estimated $247K.
Stifel made up 0.5% of KCS Wealth Advisory's portfolio in Q3 2023, its #58 holding.
KCS Wealth Advisory first reported a position in Stifel in Q1 2023 and has held it in 3 quarters since.
KCS Wealth Advisory's Stifel position peaked at $1.38M in Q2 2023.
365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.