Private Advisory Group’s Stifel SF Stock Holding History

Private Advisory Group’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
2021 Q3	–	Sell	-16,424	Closed	-$710K	–	141
2021 Q2	$710K	Buy	+16,424	New	+$737K	0.18%	79

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Advisory Group's SF Position: Q3 2021 in Review

Private Advisory Group sold out of Stifel (SF) in Q3 2021, closing a stake of 16,424 shares — an estimated $710K sold.

Private Advisory Group first reported a position in SF in Q2 2021 and held it in 1 quarter. The position peaked at $710K in Q2 2021. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

Private Advisory Group reported no remaining Stifel position as of Q3 2021 after selling out during the quarter.
Private Advisory Group sold 16,424 Stifel shares in Q3 2021, an estimated $710K.
Private Advisory Group first reported a position in Stifel in Q2 2021 and held it in 1 quarter.
Private Advisory Group's Stifel position peaked at $710K in Q2 2021.
328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Private Advisory Group's 13F filing for Q3 2021, filed 22 Oct 2021.