PFA
SF

Pathway Financial Advisers’s Stifel SF Stock Holding History

Pathway Financial Advisers’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
2024
Q1 		– Sell
-83
Closed -$3.78K – 492
2023
Q4 		$3.78K Buy
83
+2
+2% +$82 ﹤0.01% 431
2023
Q3 		$3.34K Buy
+81
New +$3.41K ﹤0.01% 439

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pathway Financial Advisers's SF Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Stifel (SF) in Q1 2024, closing a stake of 83 shares — an estimated $3.78K sold.

Pathway Financial Advisers first reported a position in SF in Q3 2023 and held it in 2 quarters. The position peaked at $3.78K in Q4 2023. 435 funds tracked by Wall St. Rank hold SF as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Stifel position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 83 Stifel shares in Q1 2024, an estimated $3.78K.
  • Pathway Financial Advisers first reported a position in Stifel in Q3 2023 and held it in 2 quarters.
  • Pathway Financial Advisers's Stifel position peaked at $3.78K in Q4 2023.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.