Stifel Financial
SVRN icon

Stifel Financial’s SVRN, Inc. Common Stock SVRN Stock Holding History

Stifel Financial’s Portfolio SVRN Stock Details SVRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24
Closed -$35.6K – 3394
2023
Q3 		$35.6K Sell
24
-17
-41% -$14.4K ﹤0.01% 3206
2023
Q2 		$33.6K Buy
41
+38
+1,267% +$84.6K ﹤0.01% 3257
2023
Q1 		$9.5K Sell
3
-5
-63% -$35.3K ﹤0.01% 3312
2022
Q4 		$87K Buy
+8
New +$176K ﹤0.01% 3153
2022
Q3 		– Sell
-1
Closed -$42K – 3249
2022
Q2 		$32K Hold
1
– – ﹤0.01% 3256
2022
Q1 		$65K Hold
1
– – ﹤0.01% 3289
2021
Q4 		$129K Buy
+1
New +$289K ﹤0.01% 3234

Other funds holding SVRN

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Stifel Financial's SVRN Position: Q4 2023 in Review

Stifel Financial sold out of SVRN, Inc. Common Stock (SVRN) in Q4 2023, closing a stake of 24 shares — an estimated $35.6K sold.

Stifel Financial first reported a position in SVRN in Q4 2021 and held it in 7 quarters. The position peaked at $129K in Q4 2021. 4 funds tracked by Wall St. Rank hold SVRN as of Q4 2023.

  • Stifel Financial reported no remaining SVRN, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 24 SVRN, Inc. Common Stock shares in Q4 2023, an estimated $35.6K.
  • Stifel Financial first reported a position in SVRN, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
  • Stifel Financial's SVRN, Inc. Common Stock position peaked at $129K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held SVRN, Inc. Common Stock as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.