TWP
SF

TFO Wealth Partners’s Stifel SF Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-9
Closed -$469 – 635
2024
Q1 		$469 Hold
9
– – ﹤0.01% 278
2023
Q4 		$415 Hold
9
– – ﹤0.01% 391
2023
Q3 		$358 Hold
9
– – ﹤0.01% 580
2023
Q2 		$358 Hold
9
– – ﹤0.01% 358
2023
Q1 		$355 Sell
9
-21
-70% -$883 ﹤0.01% 327
2022
Q4 		$589 Buy
+30
New +$1.19K ﹤0.01% 458

Other funds holding SF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's SF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Stifel (SF) in Q2 2024, closing a stake of 9 shares — an estimated $469 sold.

TFO Wealth Partners first reported a position in SF in Q4 2022 and held it in 6 quarters. The position peaked at $589 in Q4 2022. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Stifel shares in Q2 2024, an estimated $469.
  • TFO Wealth Partners first reported a position in Stifel in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Stifel position peaked at $589 in Q4 2022.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.