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Evermay Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Evermay Wealth Management’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$9.78K – 582
2022
Q4 		$9.78K Buy
+400
New +$9.67K ﹤0.01% 417

Other funds holding TMFS

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evermay Wealth Management's TMFS Position: Q1 2023 in Review

Evermay Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2023, closing a stake of 400 shares — an estimated $9.78K sold.

Evermay Wealth Management first reported a position in TMFS in Q4 2022 and held it in 1 quarter. The position peaked at $9.78K in Q4 2022. 27 funds tracked by Wall St. Rank hold TMFS as of Q1 2023.

  • Evermay Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 400 Motley Fool Small-Cap Growth ETF shares in Q1 2023, an estimated $9.78K.
  • Evermay Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $9.78K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.