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MPS Loria Financial Planners’s Travel + Leisure Co TNL Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-200
Closed -$12K – 518
2021
Q1 		$12K Hold
200
– – 0.01% 280
2020
Q4 		$9K Hold
200
– – ﹤0.01% 313
2020
Q3 		$6K Hold
200
– – ﹤0.01% 269
2020
Q2 		$6K Buy
+200
New +$5.42K ﹤0.01% 277
2017
Q3 		– Sell
-443
Closed -$20K – 304
2017
Q2 		$20K Buy
+443
New +$19.2K 0.01% 228

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MPS Loria Financial Planners's TNL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Travel + Leisure Co (TNL) in Q2 2021, closing a stake of 200 shares — an estimated $12K sold.

MPS Loria Financial Planners first reported a position in TNL in Q2 2017 and held it in 5 quarters. The position peaked at $20K in Q2 2017. 360 funds tracked by Wall St. Rank hold TNL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Travel + Leisure Co position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 Travel + Leisure Co shares in Q2 2021, an estimated $12K.
  • MPS Loria Financial Planners first reported a position in Travel + Leisure Co in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Travel + Leisure Co position peaked at $20K in Q2 2017.
  • 360 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.