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Values First Advisors’s Stewart Information Services STC Stock Holding History

Values First Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-46
Closed -$1.84K – 320
2023
Q1 		$1.84K Buy
+46
New +$2.01K ﹤0.01% 328

Other funds holding STC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's STC Position: Q2 2023 in Review

Values First Advisors sold out of Stewart Information Services (STC) in Q2 2023, closing a stake of 46 shares — an estimated $1.84K sold.

Values First Advisors first reported a position in STC in Q1 2023 and held it in 1 quarter. The position peaked at $1.84K in Q1 2023. 188 funds tracked by Wall St. Rank hold STC as of Q2 2023.

  • Values First Advisors reported no remaining Stewart Information Services position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 46 Stewart Information Services shares in Q2 2023, an estimated $1.84K.
  • Values First Advisors first reported a position in Stewart Information Services in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Stewart Information Services position peaked at $1.84K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.