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Legacy Capital Group California’s Motley Fool 100 Index ETF TMFC Stock Holding History

Legacy Capital Group California’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,276
Closed -$482K – 311
2023
Q3 		$482K Sell
12,276
-903
-7% -$36.9K 0.21% 149
2023
Q2 		$537K Buy
+13,179
New +$492K 0.22% 141

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Capital Group California's TMFC Position: Q4 2023 in Review

Legacy Capital Group California sold out of Motley Fool 100 Index ETF (TMFC) in Q4 2023, closing a stake of 12,276 shares — an estimated $482K sold.

Legacy Capital Group California first reported a position in TMFC in Q2 2023 and held it in 2 quarters. The position peaked at $537K in Q2 2023. 84 funds tracked by Wall St. Rank hold TMFC as of Q4 2023.

  • Legacy Capital Group California reported no remaining Motley Fool 100 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 12,276 Motley Fool 100 Index ETF shares in Q4 2023, an estimated $482K.
  • Legacy Capital Group California first reported a position in Motley Fool 100 Index ETF in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Motley Fool 100 Index ETF position peaked at $537K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.