Lido Advisors’s Siebert Financial SIEB Stock Holding History

Lido Advisors’s Portfolio SIEB Stock Details SIEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-20,000	Closed	-$67K	–	1038
2021 Q3	$67K	Buy	20,000 +7,500	+60%	+$29.7K	﹤0.01%	945
2021 Q2	$60K	Buy	+12,500	New	+$51.7K	﹤0.01%	893

Other funds holding SIEB

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lido Advisors's SIEB Position: Q4 2021 in Review

Lido Advisors sold out of Siebert Financial (SIEB) in Q4 2021, closing a stake of 20,000 shares — an estimated $67K sold.

Lido Advisors first reported a position in SIEB in Q2 2021 and held it in 2 quarters. The position peaked at $67K in Q3 2021. 23 funds tracked by Wall St. Rank hold SIEB as of Q4 2021.

Lido Advisors reported no remaining Siebert Financial position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 20,000 Siebert Financial shares in Q4 2021, an estimated $67K.
Lido Advisors first reported a position in Siebert Financial in Q2 2021 and held it in 2 quarters.
Lido Advisors's Siebert Financial position peaked at $67K in Q3 2021.
23 funds tracked by Wall St. Rank held Siebert Financial as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.