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Steward Partners Investment Advisory’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Steward Partners Investment Advisory’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,032
Closed -$161K – 3515
2021
Q2 		$161K Buy
+2,032
New +$161K ﹤0.01% 1711

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GIA
Granite Investment Advisors Concord, New Hampshire $618M AUM 31.33% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Steward Partners Investment Advisory's SI Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2021, closing a stake of 2,032 shares — an estimated $161K sold.

Steward Partners Investment Advisory first reported a position in SI in Q2 2021 and held it in 1 quarter. The position peaked at $161K in Q2 2021. 51 funds tracked by Wall St. Rank hold SI as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,032 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2021, an estimated $161K.
  • Steward Partners Investment Advisory first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $161K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.