PFGIA
SF

Patriot Financial Group Insurance Agency’s Stifel SF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-111
Closed -$4K – 1678
2022
Q2 		$4K Sell
111
-9
-8% -$374 ﹤0.01% 1576
2022
Q1 		$5K Buy
120
+15
+14% +$720 ﹤0.01% 1636
2021
Q4 		$5K Hold
105
– – ﹤0.01% 1723
2021
Q3 		$5K Buy
105
+9
+9% +$401 ﹤0.01% 1710
2021
Q2 		$4K Hold
96
– – ﹤0.01% 1731
2021
Q1 		$4K Buy
96
+48
+100% +$1.87K ﹤0.01% 1641
2020
Q4 		$2K Buy
48
+25
+109% +$742 ﹤0.01% 1669
2020
Q3 		$1K Hold
23
– – ﹤0.01% 1598
2020
Q2 		$0 Hold
23
– – ﹤0.01% 1820
2020
Q1 		$0 Buy
+23
New +$576 ﹤0.01% 1715

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Stifel (SF) in Q3 2022, closing a stake of 111 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in SF in Q1 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 335 funds tracked by Wall St. Rank hold SF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Stifel position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 111 Stifel shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Stifel in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Stifel position peaked at $5K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Stifel as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.