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Carolinas Wealth Consulting’s TKO Group TKO Stock Holding History

Carolinas Wealth Consulting’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
2023
Q4 		– Sell
-37
Closed -$3.03K – 1054
2023
Q3 		$3.03K Buy
+37
New +$3.44K ﹤0.01% 690

Other funds holding TKO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Ninety One (UK)
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
Fidelity Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carolinas Wealth Consulting's TKO Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of TKO Group (TKO) in Q4 2023, closing a stake of 37 shares — an estimated $3.03K sold.

Carolinas Wealth Consulting first reported a position in TKO in Q3 2023 and held it in 1 quarter. The position peaked at $3.03K in Q3 2023. 313 funds tracked by Wall St. Rank hold TKO as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining TKO Group position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 37 TKO Group shares in Q4 2023, an estimated $3.03K.
  • Carolinas Wealth Consulting first reported a position in TKO Group in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's TKO Group position peaked at $3.03K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held TKO Group as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.