DWP
TMFG icon

Daymark Wealth Partners’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Daymark Wealth Partners’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,542
Closed -$201K – 406
2023
Q2 		$201K Buy
+7,542
New +$194K 0.02% 363

Other funds holding TMFG

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Daymark Wealth Partners's TMFG Position: Q3 2023 in Review

Daymark Wealth Partners sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2023, closing a stake of 7,542 shares — an estimated $201K sold.

Daymark Wealth Partners first reported a position in TMFG in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 42 funds tracked by Wall St. Rank hold TMFG as of Q3 2023.

  • Daymark Wealth Partners reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 7,542 Motley Fool Global Opportunities ETF shares in Q3 2023, an estimated $201K.
  • Daymark Wealth Partners first reported a position in Motley Fool Global Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Daymark Wealth Partners's Motley Fool Global Opportunities ETF position peaked at $201K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2023.

Based on Daymark Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.