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My Personal CFO LLC’s SRH Total Return Fund STEW Stock Holding History

My Personal CFO LLC’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-485
Closed -$6.16K – 717
2022
Q4 		$6.16K Buy
+485
New +$5.97K 0.01% 339

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

My Personal CFO LLC's STEW Position: Q1 2023 in Review

My Personal CFO LLC sold out of SRH Total Return Fund (STEW) in Q1 2023, closing a stake of 485 shares — an estimated $6.16K sold.

My Personal CFO LLC first reported a position in STEW in Q4 2022 and held it in 1 quarter. The position peaked at $6.16K in Q4 2022. 97 funds tracked by Wall St. Rank hold STEW as of Q1 2023.

  • My Personal CFO LLC reported no remaining SRH Total Return Fund position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 485 SRH Total Return Fund shares in Q1 2023, an estimated $6.16K.
  • My Personal CFO LLC first reported a position in SRH Total Return Fund in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's SRH Total Return Fund position peaked at $6.16K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.