Financial Synergies Wealth Advisors’s Toro Company TTC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45	Closed	-$5.07K	–	554
2023 Q4	$5.07K	Hold	45	–	–	﹤0.01%	216
2023 Q3	$3.76K	Hold	45	–	–	﹤0.01%	277
2023 Q2	$4.58K	Hold	45	–	–	﹤0.01%	264
2023 Q1	$5K	Hold	45	–	–	﹤0.01%	265
2022 Q4	$5.07K	Hold	45	–	–	﹤0.01%	216
2022 Q3	$3.87K	Hold	45	–	–	﹤0.01%	198
2022 Q2	$3.37K	Buy	+45	New	+$3.65K	﹤0.01%	209

Other funds holding TTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's TTC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Toro Company (TTC) in Q1 2024, closing a stake of 45 shares — an estimated $5.07K sold.

Financial Synergies Wealth Advisors first reported a position in TTC in Q2 2022 and held it in 7 quarters. The position peaked at $5.07K in Q4 2023. 500 funds tracked by Wall St. Rank hold TTC as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Toro Company position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 45 Toro Company shares in Q1 2024, an estimated $5.07K.
Financial Synergies Wealth Advisors first reported a position in Toro Company in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Toro Company position peaked at $5.07K in Q4 2023.
500 funds tracked by Wall St. Rank held Toro Company as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.