HKIM
TAOX

Hayek Kallen Investment Management’s Tao Synergies Inc TAOX Stock Holding History

Hayek Kallen Investment Management’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
2024
Q2 		– Sell
-700
Closed -$3K – 95
2024
Q1 		$3K Hold
700
– – ﹤0.01% 93
2023
Q4 		$5K Hold
700
– – ﹤0.01% 87
2023
Q3 		$8K Buy
+700
New +$10.6K ﹤0.01% 87

Other funds holding TAOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Hayek Kallen Investment Management's TAOX Position: Q2 2024 in Review

Hayek Kallen Investment Management sold out of Tao Synergies Inc (TAOX) in Q2 2024, closing a stake of 700 shares — an estimated $3K sold.

Hayek Kallen Investment Management first reported a position in TAOX in Q3 2023 and held it in 3 quarters. The position peaked at $8K in Q3 2023. 8 funds tracked by Wall St. Rank hold TAOX as of Q2 2024.

  • Hayek Kallen Investment Management reported no remaining Tao Synergies Inc position as of Q2 2024 after selling out during the quarter.
  • Hayek Kallen Investment Management sold 700 Tao Synergies Inc shares in Q2 2024, an estimated $3K.
  • Hayek Kallen Investment Management first reported a position in Tao Synergies Inc in Q3 2023 and held it in 3 quarters.
  • Hayek Kallen Investment Management's Tao Synergies Inc position peaked at $8K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2024.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2024, filed 18 Jul 2024.