RWP
SF

RWA Wealth Partners’s Stifel SF Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-3,858
Closed -$216K – 579
2024
Q2 		$216K Hold
3,858
– – ﹤0.01% 520
2024
Q1 		$201K Buy
+3,858
New +$190K ﹤0.01% 524
2022
Q2 		– Sell
-4,869
Closed -$220K – 261
2022
Q1 		$220K Sell
4,869
-975
-17% -$46.8K 0.01% 240
2021
Q4 		$274K Hold
5,844
– – 0.02% 219
2021
Q3 		$265K Hold
5,844
– – 0.02% 218
2021
Q2 		$253K Hold
5,844
– – 0.02% 219
2021
Q1 		$250K Buy
+5,844
New +$228K 0.02% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RWA Wealth Partners's SF Position: Q3 2024 in Review

RWA Wealth Partners sold out of Stifel (SF) in Q3 2024, closing a stake of 3,858 shares — an estimated $216K sold.

RWA Wealth Partners first reported a position in SF in Q1 2021 and held it in 7 quarters. The position peaked at $274K in Q4 2021. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • RWA Wealth Partners reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 3,858 Stifel shares in Q3 2024, an estimated $216K.
  • RWA Wealth Partners first reported a position in Stifel in Q1 2021 and held it in 7 quarters.
  • RWA Wealth Partners's Stifel position peaked at $274K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.