Stifel Financial
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Stifel Financial’s SOBR Safe SOBR Stock Holding History

Stifel Financial’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18
Closed -$9.02K – 3418
2023
Q4 		$9.02K Buy
+18
New +$13.6K ﹤0.01% 3299

Other funds holding SOBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial's SOBR Position: Q1 2024 in Review

Stifel Financial sold out of SOBR Safe (SOBR) in Q1 2024, closing a stake of 18 shares — an estimated $9.02K sold.

Stifel Financial first reported a position in SOBR in Q4 2023 and held it in 1 quarter. The position peaked at $9.02K in Q4 2023. 21 funds tracked by Wall St. Rank hold SOBR as of Q1 2024.

  • Stifel Financial reported no remaining SOBR Safe position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 18 SOBR Safe shares in Q1 2024, an estimated $9.02K.
  • Stifel Financial first reported a position in SOBR Safe in Q4 2023 and held it in 1 quarter.
  • Stifel Financial's SOBR Safe position peaked at $9.02K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held SOBR Safe as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.