TCI Wealth Advisors’s Stifel SF Stock Holding History

TCI Wealth Advisors’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-330	Closed	-$13K	–	1887
2023 Q1	$13K	Buy	330 +1	+0.3%	+$42	﹤0.01%	925
2022 Q4	$12.8K	Buy	329 +318	+2,891%	+$12.6K	﹤0.01%	908
2022 Q3	$0	Buy	+11	New	+$433	﹤0.01%	2544
2022 Q2	–	Sell	-3	Closed	–	–	2488
2022 Q1	$0	Buy	+3	New	+$144	﹤0.01%	2431
2021 Q2	–	Sell	-284	Closed	-$12K	–	2443
2021 Q1	$12K	Buy	+284	New	+$11.1K	0.01%	769
2018 Q4	–	Sell	-11	Closed	–	–	1626
2018 Q3	$0	Sell	11 -21	-66%	-$505	﹤0.01%	1563
2018 Q2	$1K	Buy	+32	New	+$832	﹤0.01%	1367

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCI Wealth Advisors's SF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Stifel (SF) in Q2 2023, closing a stake of 330 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in SF in Q2 2018 and held it in 7 quarters. The position peaked at $13K in Q1 2023. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

TCI Wealth Advisors reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 330 Stifel shares in Q2 2023, an estimated $13K.
TCI Wealth Advisors first reported a position in Stifel in Q2 2018 and held it in 7 quarters.
TCI Wealth Advisors's Stifel position peaked at $13K in Q1 2023.
369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.