FA
TAOX

Fiduciary Alliance’s Tao Synergies Inc TAOX Stock Holding History

Fiduciary Alliance’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-93
Closed -$2.15K – 822
2023
Q2 		$2.15K Buy
+93
New +$2.02K ﹤0.01% 797
2023
Q1 		– Sell
-68
Closed -$1.98K – 752
2022
Q4 		$1.98K Buy
+68
New +$9.48K ﹤0.01% 699

Other funds holding TAOX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HKIM
Hayek Kallen Investment Management Fairhope, Alabama $307M AUM 18.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fiduciary Alliance's TAOX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Tao Synergies Inc (TAOX) in Q3 2023, closing a stake of 93 shares — an estimated $2.15K sold.

Fiduciary Alliance first reported a position in TAOX in Q4 2022 and held it in 2 quarters. The position peaked at $2.15K in Q2 2023. 23 funds tracked by Wall St. Rank hold TAOX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Tao Synergies Inc position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 93 Tao Synergies Inc shares in Q3 2023, an estimated $2.15K.
  • Fiduciary Alliance first reported a position in Tao Synergies Inc in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Tao Synergies Inc position peaked at $2.15K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.