Advisor OS’s TKO Group TKO Stock Holding History

Advisor OS’s Portfolio TKO Stock Details TKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-29,490	Closed	-$2.41M	–	406
2023 Q4	$2.41M	Buy	29,490 +6,879	+30%	+$546K	0.31%	57
2023 Q3	$1.9M	Buy	+22,611	New	+$2.1M	0.28%	63

Other funds holding TKO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

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

Advisor OS's TKO Position: Q1 2024 in Review

Advisor OS sold out of TKO Group (TKO) in Q1 2024, closing a stake of 29,490 shares — an estimated $2.41M sold.

Advisor OS first reported a position in TKO in Q3 2023 and held it in 2 quarters. The position peaked at $2.41M in Q4 2023. 339 funds tracked by Wall St. Rank hold TKO as of Q1 2024.

Advisor OS reported no remaining TKO Group position as of Q1 2024 after selling out during the quarter.
Advisor OS sold 29,490 TKO Group shares in Q1 2024, an estimated $2.41M.
Advisor OS first reported a position in TKO Group in Q3 2023 and held it in 2 quarters.
Advisor OS's TKO Group position peaked at $2.41M in Q4 2023.
339 funds tracked by Wall St. Rank held TKO Group as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.