CWM
TTC icon

Castle Wealth Management’s Toro Company TTC Stock Holding History

Castle Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-352
Closed -$30K – 590
2022
Q3 		$30K Hold
352
– – 0.02% 280
2022
Q2 		$27K Buy
+352
New +$28.6K 0.02% 290

Other funds holding TTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Castle Wealth Management's TTC Position: Q4 2022 in Review

Castle Wealth Management sold out of Toro Company (TTC) in Q4 2022, closing a stake of 352 shares — an estimated $30K sold.

Castle Wealth Management first reported a position in TTC in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 491 funds tracked by Wall St. Rank hold TTC as of Q4 2022.

  • Castle Wealth Management reported no remaining Toro Company position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 352 Toro Company shares in Q4 2022, an estimated $30K.
  • Castle Wealth Management first reported a position in Toro Company in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Toro Company position peaked at $30K in Q3 2022.
  • 491 funds tracked by Wall St. Rank held Toro Company as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.