DWM
TBIL

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

Drive Wealth 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
2023
Q4 		– Sell
-56,000
Closed -$2.8M – 323
2023
Q3 		$2.8M Buy
+56,000
New +$2.8M 1.02% 19

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Drive Wealth Management's TBIL Position: Q4 2023 in Review

Drive Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2023, closing a stake of 56,000 shares — an estimated $2.8M sold.

Drive Wealth Management first reported a position in TBIL in Q3 2023 and held it in 1 quarter. The position peaked at $2.8M in Q3 2023. 153 funds tracked by Wall St. Rank hold TBIL as of Q4 2023.

  • Drive Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2023 after selling out during the quarter.
  • Drive Wealth Management sold 56,000 F/m US Treasury 3 Month Bill Fund shares in Q4 2023, an estimated $2.8M.
  • Drive Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 1 quarter.
  • Drive Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $2.8M in Q3 2023.
  • 153 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.