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FourThought Financial’s Custom Truck One Source CTOS Stock Holding History

FourThought Financial’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-154
Closed -$1K – 1545
2021
Q1 		$1K Hold
154
– – ﹤0.01% 1384
2020
Q4 		$1K Buy
+154
New +$780 ﹤0.01% 1360

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return

FourThought Financial's CTOS Position: Q2 2021 in Review

FourThought Financial sold out of Custom Truck One Source (CTOS) in Q2 2021, closing a stake of 154 shares — an estimated $1K sold.

FourThought Financial first reported a position in CTOS in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 71 funds tracked by Wall St. Rank hold CTOS as of Q2 2021.

  • FourThought Financial reported no remaining Custom Truck One Source position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 154 Custom Truck One Source shares in Q2 2021, an estimated $1K.
  • FourThought Financial first reported a position in Custom Truck One Source in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's Custom Truck One Source position peaked at $1K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.