Steward Partners Investment Advisory

Latest statistics and disclosures from Steward Partners Investment Advisory's latest quarterly 13F-HR filing:

  • Reduced shares in these 10 stocks: AAPL (-$262M), AMZN (-$149M), MSFT (-$129M), IVV (-$81M), IJR (-$79M), GOOGL (-$75M), , VOO (-$64M), IWF (-$60M), HD (-$59M).
  • Sold out of its positions in AAON, ABB, ADMA, ADT, ABM, AFL, AGCO, AGNC, AES, RDOG.
  • Steward Partners Investment Advisory was a net seller of stock by $-5.7B.
  • Steward Partners Investment Advisory has $5.9B in assets under management (AUM), dropping by -48.03%.
  • Central Index Key (CIK): 0001723397

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Positions held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Steward Partners Investment Advisory

Companies in the Steward Partners Investment Advisory portfolio as of the June 2021 quarterly 13F filing

Sorry, no holdings found in Steward Partners Investment Advisory 13F-HR filing.

Past Filings by Steward Partners Investment Advisory

SEC 13F filings are viewable for Steward Partners Investment Advisory going back to 2016

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