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EverSource Wealth Advisors’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-1,713
Closed -$43.9K – 2605
2023
Q1 		$43.9K Buy
+1,713
New +$42.7K 0.01% 831

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

EverSource Wealth Advisors's TMFG Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Motley Fool Global Opportunities ETF (TMFG) in Q2 2023, closing a stake of 1,713 shares — an estimated $43.9K sold.

EverSource Wealth Advisors first reported a position in TMFG in Q1 2023 and held it in 1 quarter. The position peaked at $43.9K in Q1 2023. 43 funds tracked by Wall St. Rank hold TMFG as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining Motley Fool Global Opportunities ETF position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,713 Motley Fool Global Opportunities ETF shares in Q2 2023, an estimated $43.9K.
  • EverSource Wealth Advisors first reported a position in Motley Fool Global Opportunities ETF in Q1 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's Motley Fool Global Opportunities ETF position peaked at $43.9K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.