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Householder Group Estate & Retirement Specialist’s Telos TLS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2K Hold
650
– – ﹤0.01% 492
2024
Q3 		$2K Hold
650
– – ﹤0.01% 1065
2024
Q2 		$2K Hold
650
– – ﹤0.01% 1092
2024
Q1 		$2.7K Hold
650
– – ﹤0.01% 1014
2023
Q4 		$2K Hold
650
– – ﹤0.01% 1024
2023
Q3 		$1.55K Buy
+650
New +$1.49K ﹤0.01% 1105
2023
Q1 		$2K Hold
675
– – ﹤0.01% 1102
2022
Q4 		$3K Buy
675
+350
+108% +$2.32K ﹤0.01% 301
2022
Q3 		$2K Buy
+325
New +$3K ﹤0.01% 984

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TLS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Telos (TLS) position steady in Q4 2024 at 650 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Householder Group Estate & Retirement Specialist first reported a position in TLS in Q3 2022 and has held it in 9 quarters since. The position peaked at $3K in Q4 2022. 106 funds tracked by Wall St. Rank hold TLS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 650 shares of Telos worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Telos share count unchanged in Q4 2024.
  • Telos made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #492 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Telos in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Telos position peaked at $3K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Telos as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.