Bartlett & Co’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Bartlett & Co’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	$231K	Buy	8,285 +430	+5%	+$11.5K	﹤0.01%	452
2023 Q3	$205K	Hold	7,855	–	–	﹤0.01%	440
2023 Q2	$210K	Sell	7,855 -1,240	-14%	-$31.9K	﹤0.01%	447
2023 Q1	$233K	Hold	9,095	–	–	﹤0.01%	362
2022 Q4	$208K	Buy	9,095 +63	+0.7%	+$1.46K	﹤0.01%	381
2022 Q3	$201K	Hold	9,032	–	–	﹤0.01%	375
2022 Q2	$208K	Hold	9,032	–	–	﹤0.01%	366
2022 Q1	$263K	Hold	9,032	–	–	﹤0.01%	357
2021 Q4	$290K	Buy	+9,032	New	+$285K	﹤0.01%	356

Other funds holding TMFG

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Bartlett & Co's TMFG Position: Q4 2023 in Review

Bartlett & Co increased its Motley Fool Global Opportunities ETF (TMFG) stake by 5.5% in Q4 2023, buying an estimated $11.5K and bringing the position to 8,285 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Bartlett & Co first reported a position in TMFG in Q4 2021 and has held it in 9 quarters since. The position peaked at $290K in Q4 2021. 44 funds tracked by Wall St. Rank hold TMFG as of Q4 2023.

Bartlett & Co held 8,285 shares of Motley Fool Global Opportunities ETF worth $231K as of Q4 2023.
Bartlett & Co bought 430 Motley Fool Global Opportunities ETF shares in Q4 2023, an estimated $11.5K.
Motley Fool Global Opportunities ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #452 holding.
Bartlett & Co first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and has held it in 9 quarters since.
Bartlett & Co's Motley Fool Global Opportunities ETF position peaked at $290K in Q4 2021.
44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.