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Cherry Tree Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Cherry Tree Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$158 – 603
2023
Q3 		$158 Buy
+4
New +$163 ﹤0.01% 579

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AWA
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RJA
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FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cherry Tree Wealth Management's TMFC Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of Motley Fool 100 Index ETF (TMFC) in Q4 2023, closing a stake of 4 shares — an estimated $158 sold.

Cherry Tree Wealth Management first reported a position in TMFC in Q3 2023 and held it in 1 quarter. The position peaked at $158 in Q3 2023. 84 funds tracked by Wall St. Rank hold TMFC as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining Motley Fool 100 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 4 Motley Fool 100 Index ETF shares in Q4 2023, an estimated $158.
  • Cherry Tree Wealth Management first reported a position in Motley Fool 100 Index ETF in Q3 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Motley Fool 100 Index ETF position peaked at $158 in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.