LWM
SF

Liberty Wealth Management’s Stifel SF Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-389
Closed -$19K – 933
2021
Q3 		$19K Buy
389
+80
+26% +$3.57K 0.01% 662
2021
Q2 		$13K Sell
309
-282
-48% -$12.6K 0.01% 602
2021
Q1 		$20K Hold
591
– – 0.01% 463
2020
Q4 		$20K Buy
591
+58
+11% +$1.72K 0.01% 460
2020
Q3 		$12K Buy
533
+2
+0.4% +$45 0.01% 492
2020
Q2 		$11K Hold
531
– – 0.01% 476
2020
Q1 		$10K Sell
531
-38
-7% -$952 0.01% 465
2019
Q4 		$15K Buy
569
+2
+0.4% +$52 0.01% 463
2019
Q3 		$14K Buy
567
+180
+47% +$4.52K 0.01% 459
2019
Q2 		$10K Hold
387
– – 0.01% 532
2019
Q1 		$9K Buy
387
+2
+0.5% +$45 0.01% 457
2018
Q4 		$7K Buy
+385
New +$7.98K 0.01% 493

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Liberty Wealth Management's SF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Stifel (SF) in Q4 2021, closing a stake of 389 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in SF in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q1 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 389 Stifel shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Stifel in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Stifel position peaked at $20K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.