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Congress Wealth Management’s Timken Company TKR Stock Holding History

Congress Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,146
Closed -$704K – 638
2021
Q4 		$704K Buy
+10,146
New +$711K 0.01% 417

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Congress Wealth Management's TKR Position: Q1 2022 in Review

Congress Wealth Management sold out of Timken Company (TKR) in Q1 2022, closing a stake of 10,146 shares — an estimated $704K sold.

Congress Wealth Management first reported a position in TKR in Q4 2021 and held it in 1 quarter. The position peaked at $704K in Q4 2021. 350 funds tracked by Wall St. Rank hold TKR as of Q1 2022.

  • Congress Wealth Management reported no remaining Timken Company position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 10,146 Timken Company shares in Q1 2022, an estimated $704K.
  • Congress Wealth Management first reported a position in Timken Company in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Timken Company position peaked at $704K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held Timken Company as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.