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LGT Financial Advisors’s TKO Group TKO Stock Holding History

LGT Financial Advisors’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-144
Closed -$20.5K – 685
2024
Q4 		$20.5K Hold
144
– – 0.05% 303
2024
Q3 		$17.8K Hold
144
– – 0.04% 304
2024
Q2 		$15.6K Hold
144
– – 0.03% 369
2024
Q1 		$12.4K Hold
144
– – 0.01% 462
2023
Q4 		$11.7K Sell
144
-40
-22% -$3.17K 0.01% 454
2023
Q3 		$15.5K Buy
+184
New +$17.1K 0.02% 402

Other funds holding TKO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LGT Financial Advisors's TKO Position: Q1 2025 in Review

LGT Financial Advisors sold out of TKO Group (TKO) in Q1 2025, closing a stake of 144 shares — an estimated $20.5K sold.

LGT Financial Advisors first reported a position in TKO in Q3 2023 and held it in 6 quarters. The position peaked at $20.5K in Q4 2024. 509 funds tracked by Wall St. Rank hold TKO as of Q1 2025.

  • LGT Financial Advisors reported no remaining TKO Group position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 144 TKO Group shares in Q1 2025, an estimated $20.5K.
  • LGT Financial Advisors first reported a position in TKO Group in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's TKO Group position peaked at $20.5K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held TKO Group as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.