IFWM
TUEM

Institute for Wealth Management’s Tuesday Morning Corp TUEM Stock Holding History

Institute for Wealth Management’s Portfolio TUEM Stock Details TUEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-692
Closed -$3K – 478
2022
Q3 		$3K Hold
692
– – ﹤0.01% 451
2022
Q2 		$7K Sell
692
-3
-0.4% -$61 ﹤0.01% 532
2022
Q1 		$23K Hold
695
– – ﹤0.01% 539
2021
Q4 		$48K Sell
695
-119
-15% -$8.67K 0.01% 488
2021
Q3 		$68K Buy
814
+4
+0.5% +$435 0.01% 479
2021
Q2 		$109K Buy
+810
New +$108K 0.02% 480

Other funds holding TUEM

TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institute for Wealth Management's TUEM Position: Q4 2022 in Review

Institute for Wealth Management sold out of Tuesday Morning Corp (TUEM) in Q4 2022, closing a stake of 692 shares — an estimated $3K sold.

Institute for Wealth Management first reported a position in TUEM in Q2 2021 and held it in 6 quarters. The position peaked at $109K in Q2 2021. 22 funds tracked by Wall St. Rank hold TUEM as of Q4 2022.

  • Institute for Wealth Management reported no remaining Tuesday Morning Corp position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 692 Tuesday Morning Corp shares in Q4 2022, an estimated $3K.
  • Institute for Wealth Management first reported a position in Tuesday Morning Corp in Q2 2021 and held it in 6 quarters.
  • Institute for Wealth Management's Tuesday Morning Corp position peaked at $109K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Tuesday Morning Corp as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.