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Charter Oak Capital Management’s Timothy Plan International ETF TPIF Stock Holding History

Charter Oak Capital Management’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,100
Closed -$25K – 813
2022
Q2 		$25K Buy
+1,100
New +$27.3K ﹤0.01% 437

Other funds holding TPIF

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Charter Oak Capital Management's TPIF Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Timothy Plan International ETF (TPIF) in Q3 2022, closing a stake of 1,100 shares — an estimated $25K sold.

Charter Oak Capital Management first reported a position in TPIF in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 24 funds tracked by Wall St. Rank hold TPIF as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Timothy Plan International ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,100 Timothy Plan International ETF shares in Q3 2022, an estimated $25K.
  • Charter Oak Capital Management first reported a position in Timothy Plan International ETF in Q2 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's Timothy Plan International ETF position peaked at $25K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.