Wealth Enhancement Advisory Services
SF

Wealth Enhancement Advisory Services’s Stifel SF Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$5.93M Buy
88,713
+28,584
+48% +$2.27M 0.01% 820
2025
Q4 		$5.34M Buy
60,129
+31,075
+107% +$2.48M 0.01% 974
2025
Q3 		$2.15M Buy
29,054
+10,323
+55% +$773K ﹤0.01% 1392
2025
Q2 		$1.36M Sell
18,731
-10,836
-37% -$665K ﹤0.01% 1563
2025
Q1 		$1.86M Buy
29,567
+21,426
+263% +$1.51M ﹤0.01% 1283
2024
Q4 		$576K Buy
8,141
+1,137
+16% +$81.2K ﹤0.01% 1886
2024
Q3 		$438K Sell
7,004
-2,136
-23% -$122K ﹤0.01% 1906
2024
Q2 		$513K Buy
9,140
+1,598
+21% +$84.7K ﹤0.01% 1635
2024
Q1 		$393K Buy
7,542
+211
+3% +$10.4K ﹤0.01% 1729
2023
Q4 		$338K Buy
+7,331
New +$301K ﹤0.01% 1740

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Fidelity Investments
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VPM
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VCM
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return