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Newbridge Financial Services Group’s Siebert Financial SIEB Stock Holding History

Newbridge Financial Services Group’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
2024
Q2 		– Sell
-200
Closed -$422 – 1213
2024
Q1 		$422 Hold
200
– – ﹤0.01% 1100
2023
Q4 		$336 Hold
200
– – ﹤0.01% 1066
2023
Q3 		$390 Buy
+200
New +$445 ﹤0.01% 1215

Other funds holding SIEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Newbridge Financial Services Group's SIEB Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Siebert Financial (SIEB) in Q2 2024, closing a stake of 200 shares — an estimated $422 sold.

Newbridge Financial Services Group first reported a position in SIEB in Q3 2023 and held it in 3 quarters. The position peaked at $422 in Q1 2024. 18 funds tracked by Wall St. Rank hold SIEB as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Siebert Financial position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 Siebert Financial shares in Q2 2024, an estimated $422.
  • Newbridge Financial Services Group first reported a position in Siebert Financial in Q3 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Siebert Financial position peaked at $422 in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.