Agate Pass Investment Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Agate Pass Investment Management’s Portfolio TMFG Stock Details TMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,028	Closed	-$262K	–	99
2023 Q3	$262K	Hold	10,028	–	–	0.18%	76
2023 Q2	$268K	Hold	10,028	–	–	0.16%	83
2023 Q1	$257K	Sell	10,028 -61	-0.6%	-$1.52K	0.17%	87
2022 Q4	$231K	Hold	10,089	–	–	0.16%	89
2022 Q3	$224K	Sell	10,089 -11,815	-54%	-$292K	0.17%	87
2022 Q2	$505K	Buy	21,904 +12,276	+128%	+$311K	0.36%	66
2022 Q1	$281K	Hold	9,628	–	–	0.18%	87
2021 Q4	$309K	Buy	+9,628	New	+$304K	0.19%	85

Other funds holding TMFG

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Agate Pass Investment Management's TMFG Position: Q4 2023 in Review

Agate Pass Investment Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q4 2023, closing a stake of 10,028 shares — an estimated $262K sold.

Agate Pass Investment Management first reported a position in TMFG in Q4 2021 and held it in 8 quarters. The position peaked at $505K in Q2 2022. 44 funds tracked by Wall St. Rank hold TMFG as of Q4 2023.

Agate Pass Investment Management reported no remaining Motley Fool Global Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Agate Pass Investment Management sold 10,028 Motley Fool Global Opportunities ETF shares in Q4 2023, an estimated $262K.
Agate Pass Investment Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 8 quarters.
Agate Pass Investment Management's Motley Fool Global Opportunities ETF position peaked at $505K in Q2 2022.
44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2023.

Based on Agate Pass Investment Management's 13F filing for Q4 2023, filed 8 Jan 2024.