Simplicity Solutions’s Stifel SF Stock Holding History

Simplicity Solutions’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	-5,898	Closed	-$255K	–	609
2021 Q2	$255K	Buy	+5,898	New	+$264K	0.05%	431

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

Simplicity Solutions's SF Position: Q3 2021 in Review

Simplicity Solutions sold out of Stifel (SF) in Q3 2021, closing a stake of 5,898 shares — an estimated $255K sold.

Simplicity Solutions first reported a position in SF in Q2 2021 and held it in 1 quarter. The position peaked at $255K in Q2 2021. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

Simplicity Solutions reported no remaining Stifel position as of Q3 2021 after selling out during the quarter.
Simplicity Solutions sold 5,898 Stifel shares in Q3 2021, an estimated $255K.
Simplicity Solutions first reported a position in Stifel in Q2 2021 and held it in 1 quarter.
Simplicity Solutions's Stifel position peaked at $255K in Q2 2021.
328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.