IFWM
PKOH icon

Institute for Wealth Management’s Park-Ohio Holdings PKOH Stock Holding History

Institute for Wealth Management’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,625
Closed -$264K – 508
2022
Q2 		$264K Buy
+16,625
New +$234K 0.05% 425

Other funds holding PKOH

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Institute for Wealth Management's PKOH Position: Q3 2022 in Review

Institute for Wealth Management sold out of Park-Ohio Holdings (PKOH) in Q3 2022, closing a stake of 16,625 shares — an estimated $264K sold.

Institute for Wealth Management first reported a position in PKOH in Q2 2022 and held it in 1 quarter. The position peaked at $264K in Q2 2022. 53 funds tracked by Wall St. Rank hold PKOH as of Q3 2022.

  • Institute for Wealth Management reported no remaining Park-Ohio Holdings position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 16,625 Park-Ohio Holdings shares in Q3 2022, an estimated $264K.
  • Institute for Wealth Management first reported a position in Park-Ohio Holdings in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Park-Ohio Holdings position peaked at $264K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.