CWM
TTM

Congress Wealth Management’s Tata Motors Limited TTM Stock Holding History

Congress Wealth Management’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,498
Closed -$521K – 594
2022
Q3 		$521K Sell
21,498
-5,082
-19% -$143K 0.01% 402
2022
Q2 		$687K Sell
26,580
-190
-0.7% -$5.2K 0.02% 372
2022
Q1 		$748K Buy
26,770
+3,889
+17% +$120K 0.02% 392
2021
Q4 		$734K Buy
+22,881
New +$721K 0.01% 411

Other funds holding TTM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Congress Wealth Management's TTM Position: Q4 2022 in Review

Congress Wealth Management sold out of Tata Motors Limited (TTM) in Q4 2022, closing a stake of 21,498 shares — an estimated $521K sold.

Congress Wealth Management first reported a position in TTM in Q4 2021 and held it in 4 quarters. The position peaked at $748K in Q1 2022. 137 funds tracked by Wall St. Rank hold TTM as of Q4 2022.

  • Congress Wealth Management reported no remaining Tata Motors Limited position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 21,498 Tata Motors Limited shares in Q4 2022, an estimated $521K.
  • Congress Wealth Management first reported a position in Tata Motors Limited in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Tata Motors Limited position peaked at $748K in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.