MIA
SF

Milestone Investment Advisors’s Stifel SF Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-38
Closed -$1.54K – 387
2023
Q3 		$1.54K Buy
+38
New +$1.6K ﹤0.01% 405
2023
Q2 		– Sell
-30
Closed -$1.18K – 384
2023
Q1 		$1.18K Buy
+30
New +$1.26K ﹤0.01% 421

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Milestone Investment Advisors's SF Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Stifel (SF) in Q4 2023, closing a stake of 38 shares — an estimated $1.54K sold.

Milestone Investment Advisors first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $1.54K in Q3 2023. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 38 Stifel shares in Q4 2023, an estimated $1.54K.
  • Milestone Investment Advisors first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Stifel position peaked at $1.54K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.