Stifel Financial’s Marygold Companies MGLD Stock Holding History

Stifel Financial’s Portfolio MGLD Stock Details MGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-40,000	Closed	-$70.8K	–	3378
2023 Q1	$70.8K	Hold	40,000	–	–	﹤0.01%	3212
2022 Q4	$60K	Sell	40,000 -15,000	-27%	-$19.4K	﹤0.01%	3174
2022 Q3	$69K	Sell	55,000 -6,595	-11%	-$9.87K	﹤0.01%	3155
2022 Q2	$86K	Sell	61,595 -90,000	-59%	-$122K	﹤0.01%	3174
2022 Q1	$282K	Buy	+151,595	New	+$346K	﹤0.01%	2908

Other funds holding MGLD

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Stifel Financial's MGLD Position: Q2 2023 in Review

Stifel Financial sold out of Marygold Companies (MGLD) in Q2 2023, closing a stake of 40,000 shares — an estimated $70.8K sold.

Stifel Financial first reported a position in MGLD in Q1 2022 and held it in 5 quarters. The position peaked at $282K in Q1 2022. 7 funds tracked by Wall St. Rank hold MGLD as of Q2 2023.

Stifel Financial reported no remaining Marygold Companies position as of Q2 2023 after selling out during the quarter.
Stifel Financial sold 40,000 Marygold Companies shares in Q2 2023, an estimated $70.8K.
Stifel Financial first reported a position in Marygold Companies in Q1 2022 and held it in 5 quarters.
Stifel Financial's Marygold Companies position peaked at $282K in Q1 2022.
7 funds tracked by Wall St. Rank held Marygold Companies as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.