CAM
TBIL

Concorde Asset Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Concorde Asset Management’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,196
Closed -$210K – 187
2024
Q2 		$210K Buy
+4,196
New +$210K 0.13% 148

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Concorde Asset Management's TBIL Position: Q3 2024 in Review

Concorde Asset Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2024, closing a stake of 4,196 shares — an estimated $210K sold.

Concorde Asset Management first reported a position in TBIL in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 220 funds tracked by Wall St. Rank hold TBIL as of Q3 2024.

  • Concorde Asset Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2024 after selling out during the quarter.
  • Concorde Asset Management sold 4,196 F/m US Treasury 3 Month Bill Fund shares in Q3 2024, an estimated $210K.
  • Concorde Asset Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 1 quarter.
  • Concorde Asset Management's F/m US Treasury 3 Month Bill Fund position peaked at $210K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2024.

Based on Concorde Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.