EWM
TONX

Evermay Wealth Management’s TON Strategy Co TONX Stock Holding History

Evermay Wealth Management’s Portfolio TONX Stock Details TONX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-33
Closed -$247K – 566
2022
Q1 		$247K Hold
33
– – 0.04% 167
2021
Q4 		$323K Buy
33
+10
+43% +$143K 0.06% 133
2021
Q3 		$346K Buy
23
+10
+77% +$170K 0.07% 118
2021
Q2 		$215K Hold
13
– – 0.04% 168
2021
Q1 		$147K Hold
13
– – 0.03% 173
2020
Q4 		$173K Buy
+13
New +$130K 0.04% 170

Other funds holding TONX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evermay Wealth Management's TONX Position: Q2 2022 in Review

Evermay Wealth Management sold out of TON Strategy Co (TONX) in Q2 2022, closing a stake of 33 shares — an estimated $247K sold.

Evermay Wealth Management first reported a position in TONX in Q4 2020 and held it in 6 quarters. The position peaked at $346K in Q3 2021. 27 funds tracked by Wall St. Rank hold TONX as of Q2 2022.

  • Evermay Wealth Management reported no remaining TON Strategy Co position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 33 TON Strategy Co shares in Q2 2022, an estimated $247K.
  • Evermay Wealth Management first reported a position in TON Strategy Co in Q4 2020 and held it in 6 quarters.
  • Evermay Wealth Management's TON Strategy Co position peaked at $346K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held TON Strategy Co as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.