WR Wealth Planners’s Stifel SF Stock Holding History

WR Wealth Planners’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	$424	Hold	6	–	–	﹤0.01%	1006
2024 Q3	$376	Hold	6	–	–	﹤0.01%	1064
2024 Q2	$337	Hold	6	–	–	﹤0.01%	1067
2024 Q1	$313	Buy	+6	New	+$295	﹤0.01%	1109

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

WR Wealth Planners's SF Position: Q4 2024 in Review

WR Wealth Planners held its Stifel (SF) position steady in Q4 2024 at 6 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

WR Wealth Planners first reported a position in SF in Q1 2024 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

WR Wealth Planners held 6 shares of Stifel worth $424 as of Q4 2024.
WR Wealth Planners left its Stifel share count unchanged in Q4 2024.
Stifel made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1006 holding.
WR Wealth Planners first reported a position in Stifel in Q1 2024 and has held it in 4 quarters since.
509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.