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Modera Wealth Management’s Toro Company TTC Stock Holding History

Modera Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,521
Closed -$252K – 578
2021
Q4 		$252K Buy
+2,521
New +$251K 0.01% 479

Other funds holding TTC

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Modera Wealth Management's TTC Position: Q1 2022 in Review

Modera Wealth Management sold out of Toro Company (TTC) in Q1 2022, closing a stake of 2,521 shares — an estimated $252K sold.

Modera Wealth Management first reported a position in TTC in Q4 2021 and held it in 1 quarter. The position peaked at $252K in Q4 2021. 437 funds tracked by Wall St. Rank hold TTC as of Q1 2022.

  • Modera Wealth Management reported no remaining Toro Company position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,521 Toro Company shares in Q1 2022, an estimated $252K.
  • Modera Wealth Management first reported a position in Toro Company in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Toro Company position peaked at $252K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Toro Company as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.