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McGlone Suttner Wealth Management’s Telos TLS Stock Holding History

McGlone Suttner Wealth Management’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$1.82K – 708
2023
Q4 		$1.82K Buy
+500
New +$1.66K ﹤0.01% 680

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McGlone Suttner Wealth Management's TLS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Telos (TLS) in Q1 2024, closing a stake of 500 shares — an estimated $1.82K sold.

McGlone Suttner Wealth Management first reported a position in TLS in Q4 2023 and held it in 1 quarter. The position peaked at $1.82K in Q4 2023. 116 funds tracked by Wall St. Rank hold TLS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Telos position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 500 Telos shares in Q1 2024, an estimated $1.82K.
  • McGlone Suttner Wealth Management first reported a position in Telos in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Telos position peaked at $1.82K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Telos as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.