FRM
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Fox Run Management’s TOP Financial Group TOP Stock Holding History

Fox Run Management’s Portfolio TOP Stock Details TOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,360
Closed -$58.3K – 1022
2023
Q3 		$58.3K Buy
+11,360
New +$70.8K 0.02% 659

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fox Run Management's TOP Position: Q4 2023 in Review

Fox Run Management sold out of TOP Financial Group (TOP) in Q4 2023, closing a stake of 11,360 shares — an estimated $58.3K sold.

Fox Run Management first reported a position in TOP in Q3 2023 and held it in 1 quarter. The position peaked at $58.3K in Q3 2023. 7 funds tracked by Wall St. Rank hold TOP as of Q4 2023.

  • Fox Run Management reported no remaining TOP Financial Group position as of Q4 2023 after selling out during the quarter.
  • Fox Run Management sold 11,360 TOP Financial Group shares in Q4 2023, an estimated $58.3K.
  • Fox Run Management first reported a position in TOP Financial Group in Q3 2023 and held it in 1 quarter.
  • Fox Run Management's TOP Financial Group position peaked at $58.3K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held TOP Financial Group as of Q4 2023.

Based on Fox Run Management's 13F filing for Q4 2023, filed 13 Feb 2024.