Lloyd Advisory Services’s Stifel SF Stock Holding History

Lloyd Advisory Services’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	-506	Closed	-$23K	–	465
2022 Q1	$23K	Buy	+506	New	+$24.3K	0.01%	328

Other funds holding SF

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lloyd Advisory Services's SF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Stifel (SF) in Q2 2022, closing a stake of 506 shares — an estimated $23K sold.

Lloyd Advisory Services first reported a position in SF in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 352 funds tracked by Wall St. Rank hold SF as of Q2 2022.

Lloyd Advisory Services reported no remaining Stifel position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 506 Stifel shares in Q2 2022, an estimated $23K.
Lloyd Advisory Services first reported a position in Stifel in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Stifel position peaked at $23K in Q1 2022.
352 funds tracked by Wall St. Rank held Stifel as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.