Iron Horse Wealth Management’s TPI Composites TPIC Stock Holding History

Iron Horse Wealth Management’s Portfolio TPIC Stock Details TPIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-294	Closed	-$556	–	642
2024 Q4	$556	Hold	294	–	–	﹤0.01%	460
2024 Q3	$1.34K	Hold	294	–	–	﹤0.01%	416
2024 Q2	$1.17K	Hold	294	–	–	﹤0.01%	400
2024 Q1	$856	Hold	294	–	–	﹤0.01%	416
2023 Q4	$1.22K	Hold	294	–	–	﹤0.01%	407
2023 Q3	$779	Hold	294	–	–	﹤0.01%	448
2023 Q2	$3.05K	Hold	294	–	–	﹤0.01%	204
2023 Q1	$3.84K	Hold	294	–	–	﹤0.01%	218
2022 Q4	$3K	Buy	+294	New	+$3.06K	﹤0.01%	185
2022 Q3	–	Sell	-294	Closed	-$4K	–	270
2022 Q2	$4K	Hold	294	–	–	﹤0.01%	163
2022 Q1	$4K	Hold	294	–	–	﹤0.01%	174
2021 Q4	$4K	Hold	294	–	–	﹤0.01%	157
2021 Q3	$10K	Hold	294	–	–	0.01%	112
2021 Q2	$14K	Hold	294	–	–	0.01%	107
2021 Q1	$17K	Hold	294	–	–	0.01%	91
2020 Q4	$16K	Buy	+294	New	+$11.8K	0.01%	94

Other funds holding TPIC

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $8.5B AUM 25.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Iron Horse Wealth Management's TPIC Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of TPI Composites (TPIC) in Q1 2025, closing a stake of 294 shares — an estimated $556 sold.

Iron Horse Wealth Management first reported a position in TPIC in Q4 2020 and held it in 16 quarters. The position peaked at $17K in Q1 2021. 112 funds tracked by Wall St. Rank hold TPIC as of Q1 2025.

Iron Horse Wealth Management reported no remaining TPI Composites position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 294 TPI Composites shares in Q1 2025, an estimated $556.
Iron Horse Wealth Management first reported a position in TPI Composites in Q4 2020 and held it in 16 quarters.
Iron Horse Wealth Management's TPI Composites position peaked at $17K in Q1 2021.
112 funds tracked by Wall St. Rank held TPI Composites as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.