Money Concepts Capital’s Stifel SF Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-33	Closed	-$1.28K	–	2481
2022 Q4	$1.28K	Buy	33 +6	+22%	+$237	﹤0.01%	2815
2022 Q3	$1K	Buy	+27	New	+$1.06K	﹤0.01%	1505

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

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

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

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

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

Money Concepts Capital's SF Position: Q1 2023 in Review

Money Concepts Capital sold out of Stifel (SF) in Q1 2023, closing a stake of 33 shares — an estimated $1.28K sold.

Money Concepts Capital first reported a position in SF in Q3 2022 and held it in 2 quarters. The position peaked at $1.28K in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

Money Concepts Capital reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 33 Stifel shares in Q1 2023, an estimated $1.28K.
Money Concepts Capital first reported a position in Stifel in Q3 2022 and held it in 2 quarters.
Money Concepts Capital's Stifel position peaked at $1.28K in Q4 2022.
366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.