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Modera Wealth Management’s Tyson Foods TSN Stock Holding History

Modera Wealth Management’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-60,828
Closed -$3.1M – 581
2023
Q2 		$3.1M Buy
+60,828
New +$3.31M 0.06% 187
2022
Q1 		– Sell
-3,374
Closed -$294K – 576
2021
Q4 		$294K Buy
+3,374
New +$277K 0.01% 423

Other funds holding TSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Modera Wealth Management's TSN Position: Q3 2023 in Review

Modera Wealth Management sold out of Tyson Foods (TSN) in Q3 2023, closing a stake of 60,828 shares — an estimated $3.1M sold.

Modera Wealth Management first reported a position in TSN in Q4 2021 and held it in 2 quarters. The position peaked at $3.1M in Q2 2023. 742 funds tracked by Wall St. Rank hold TSN as of Q3 2023.

  • Modera Wealth Management reported no remaining Tyson Foods position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 60,828 Tyson Foods shares in Q3 2023, an estimated $3.1M.
  • Modera Wealth Management first reported a position in Tyson Foods in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Tyson Foods position peaked at $3.1M in Q2 2023.
  • 742 funds tracked by Wall St. Rank held Tyson Foods as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.