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Legacy Wealth Management (Idaho)’s Travel + Leisure Co TNL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$10.7K – 811
2024
Q3 		$10.7K Buy
+200
New +$8.83K 0.01% 301

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM 29.18% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TNL Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Travel + Leisure Co (TNL) in Q4 2024, closing a stake of 200 shares — an estimated $10.7K sold.

Legacy Wealth Management (Idaho) first reported a position in TNL in Q3 2024 and held it in 1 quarter. The position peaked at $10.7K in Q3 2024. 390 funds tracked by Wall St. Rank hold TNL as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Travel + Leisure Co position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 Travel + Leisure Co shares in Q4 2024, an estimated $10.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Travel + Leisure Co in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Travel + Leisure Co position peaked at $10.7K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.