CFFP
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Center for Financial Planning’s Travel + Leisure Co TNL Stock Holding History

Center for Financial Planning’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-48
Closed -$2K – 660
2022
Q3 		$2K Buy
+48
New +$2.03K ﹤0.01% 561

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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MC
Minot Capital Broomfield, Colorado $353M AUM 25.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's TNL Position: Q4 2022 in Review

Center for Financial Planning sold out of Travel + Leisure Co (TNL) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in TNL in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 344 funds tracked by Wall St. Rank hold TNL as of Q4 2022.

  • Center for Financial Planning reported no remaining Travel + Leisure Co position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 48 Travel + Leisure Co shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Travel + Leisure Co in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Travel + Leisure Co position peaked at $2K in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.