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Laurel Wealth Advisors (North Carolina)’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-104
Closed -$4K – 757
2021
Q1 		$4K Buy
104
+20
+24% +$810 ﹤0.01% 539
2020
Q4 		$3K Buy
+84
New +$3.02K ﹤0.01% 530

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CWMU
Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TMFS Position: Q2 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2021, closing a stake of 104 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TMFS in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 38 funds tracked by Wall St. Rank hold TMFS as of Q2 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 104 Motley Fool Small-Cap Growth ETF shares in Q2 2021, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Motley Fool Small-Cap Growth ETF position peaked at $4K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2021, filed 2 Aug 2021.