VFA
SF

Valeo Financial Advisors’s Stifel SF Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-245
Closed -$5.47K – 2061
2020
Q2 		$5K Hold
245
– – ﹤0.01% 1544
2020
Q1 		$5K Hold
245
– – ﹤0.01% 1317
2019
Q4 		$7K Sell
245
-9
-4% -$235 ﹤0.01% 1209
2019
Q3 		$6K Sell
254
-12
-5% -$301 ﹤0.01% 1171
2019
Q2 		$7K Hold
266
– – ﹤0.01% 1128
2019
Q1 		$6K Hold
266
– – ﹤0.01% 1114
2018
Q4 		$5K Hold
266
– – ﹤0.01% 1094
2018
Q3 		$5K Hold
266
– – ﹤0.01% 1221
2018
Q2 		$6K Hold
266
– – ﹤0.01% 1103
2018
Q1 		$7K Hold
266
– – ﹤0.01% 1041
2017
Q4 		$7K Hold
266
– – ﹤0.01% 928
2017
Q3 		$6K Buy
+266
New +$5.76K ﹤0.01% 841

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's SF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Stifel (SF) in Q3 2020, closing a stake of 245 shares — an estimated $5.47K sold.

Valeo Financial Advisors first reported a position in SF in Q3 2017 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 245 Stifel shares in Q3 2020, an estimated $5.47K.
  • Valeo Financial Advisors first reported a position in Stifel in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Stifel position peaked at $7K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.