Stifel Financial
WE

Stifel Financial’s WeWork Inc. WE Stock Holding History

Stifel Financial’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-250
Closed -$2.55K – 3433
2023
Q2 		$2.55K Sell
250
-1
-0.4% -$14 ﹤0.01% 3315
2023
Q1 		$7.81K Buy
251
+1
+0.4% +$55 ﹤0.01% 3315
2022
Q4 		$14.3K Buy
+250
New +$23.4K ﹤0.01% 3262

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's WE Position: Q3 2023 in Review

Stifel Financial sold out of WeWork Inc. (WE) in Q3 2023, closing a stake of 250 shares — an estimated $2.55K sold.

Stifel Financial first reported a position in WE in Q4 2022 and held it in 3 quarters. The position peaked at $14.3K in Q4 2022. 58 funds tracked by Wall St. Rank hold WE as of Q3 2023.

  • Stifel Financial reported no remaining WeWork Inc. position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 250 WeWork Inc. shares in Q3 2023, an estimated $2.55K.
  • Stifel Financial first reported a position in WeWork Inc. in Q4 2022 and held it in 3 quarters.
  • Stifel Financial's WeWork Inc. position peaked at $14.3K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held WeWork Inc. as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.