West Paces Advisors’s Stifel SF Stock Holding History

West Paces 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
2021 Q4	–	Sell	-23	Closed	-$1.02K	–	622
2021 Q3	$1.02K	Hold	23	–	–	﹤0.01%	559
2021 Q2	$973	Buy	+23	New	+$1.03K	﹤0.01%	602

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Paces Advisors's SF Position: Q4 2021 in Review

West Paces Advisors sold out of Stifel (SF) in Q4 2021, closing a stake of 23 shares — an estimated $1.02K sold.

West Paces Advisors first reported a position in SF in Q2 2021 and held it in 2 quarters. The position peaked at $1.02K in Q3 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

West Paces Advisors reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
West Paces Advisors sold 23 Stifel shares in Q4 2021, an estimated $1.02K.
West Paces Advisors first reported a position in Stifel in Q2 2021 and held it in 2 quarters.
West Paces Advisors's Stifel position peaked at $1.02K in Q3 2021.
348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on West Paces Advisors's 13F filing for Q4 2021, filed 20 Dec 2023.