Stifel Financial
STEX

Stifel Financial’s Streamex Corp STEX Stock Holding History

Stifel Financial’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,150
Closed -$47.3K – 3327
2023
Q1 		$47.3K Hold
4,150
– – ﹤0.01% 3235
2022
Q4 		$17.4K Hold
4,150
– – ﹤0.01% 3252
2022
Q3 		$27K Sell
4,150
-700
-14% -$5.45K ﹤0.01% 3217
2022
Q2 		$32K Hold
4,850
– – ﹤0.01% 3254
2022
Q1 		$56K Hold
4,850
– – ﹤0.01% 3301
2021
Q4 		$109K Buy
+4,850
New +$133K ﹤0.01% 3258

Other funds holding STEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stifel Financial's STEX Position: Q2 2023 in Review

Stifel Financial sold out of Streamex Corp (STEX) in Q2 2023, closing a stake of 4,150 shares — an estimated $47.3K sold.

Stifel Financial first reported a position in STEX in Q4 2021 and held it in 6 quarters. The position peaked at $109K in Q4 2021. 54 funds tracked by Wall St. Rank hold STEX as of Q2 2023.

  • Stifel Financial reported no remaining Streamex Corp position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 4,150 Streamex Corp shares in Q2 2023, an estimated $47.3K.
  • Stifel Financial first reported a position in Streamex Corp in Q4 2021 and held it in 6 quarters.
  • Stifel Financial's Streamex Corp position peaked at $109K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2023.

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