Waldron Private Wealth’s Stifel SF Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-545	Closed	-$34.1K	–	446
2024 Q3	$34.1K	Buy	+545	New	+$31.1K	﹤0.01%	450

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Waldron Private Wealth's SF Position: Q4 2024 in Review

Waldron Private Wealth sold out of Stifel (SF) in Q4 2024, closing a stake of 545 shares — an estimated $34.1K sold.

Waldron Private Wealth first reported a position in SF in Q3 2024 and held it in 1 quarter. The position peaked at $34.1K in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

Waldron Private Wealth reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 545 Stifel shares in Q4 2024, an estimated $34.1K.
Waldron Private Wealth first reported a position in Stifel in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's Stifel position peaked at $34.1K in Q3 2024.
509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.