WFA
SF

Wipfli Financial Advisors’s Stifel SF Stock Holding History

Wipfli 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
2022
Q3 		$143K Buy
+4,119
New +$162K 0.01% 571

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wipfli Financial Advisors's SF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Stifel (SF) in Q3 2022: 4,119 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings.

335 funds tracked by Wall St. Rank hold SF as of Q3 2022.

  • Wipfli Financial Advisors held 4,119 shares of Stifel worth $143K as of Q3 2022.
  • Stifel was a new Wipfli Financial Advisors position in Q3 2022.
  • Stifel made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #571 holding.
  • 335 funds tracked by Wall St. Rank held Stifel as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.