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Stratos Wealth Partners’s SIFCO Industries SIF Stock Holding History

Stratos Wealth Partners’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,500
Closed -$85.7K – 1226
2023
Q1 		$85.7K Hold
28,500
– – ﹤0.01% 1092
2022
Q4 		$61.6K Hold
28,500
– – ﹤0.01% 1109
2022
Q3 		$87K Hold
28,500
– – ﹤0.01% 1080
2022
Q2 		$88K Buy
+28,500
New +$114K ﹤0.01% 1143

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Stratos Wealth Partners's SIF Position: Q2 2023 in Review

Stratos Wealth Partners sold out of SIFCO Industries (SIF) in Q2 2023, closing a stake of 28,500 shares — an estimated $85.7K sold.

Stratos Wealth Partners first reported a position in SIF in Q2 2022 and held it in 4 quarters. The position peaked at $88K in Q2 2022. 17 funds tracked by Wall St. Rank hold SIF as of Q2 2023.

  • Stratos Wealth Partners reported no remaining SIFCO Industries position as of Q2 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 28,500 SIFCO Industries shares in Q2 2023, an estimated $85.7K.
  • Stratos Wealth Partners first reported a position in SIFCO Industries in Q2 2022 and held it in 4 quarters.
  • Stratos Wealth Partners's SIFCO Industries position peaked at $88K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held SIFCO Industries as of Q2 2023.

Based on Stratos Wealth Partners's 13F filing for Q2 2023, filed 18 Jul 2023.