Newbridge Financial Services Group’s Tao Synergies Inc TAOX Stock Holding History

Newbridge Financial Services Group’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12	Closed	-$56	–	1216
2024 Q1	$56	Hold	12	–	–	﹤0.01%	1153
2023 Q4	$82	Hold	12	–	–	﹤0.01%	1091
2023 Q3	$132	Hold	12	–	–	﹤0.01%	1244
2023 Q2	$278	Hold	12	–	–	﹤0.01%	1279
2023 Q1	$240	Hold	12	–	–	﹤0.01%	1348
2022 Q4	$348	Hold	12	–	–	﹤0.01%	1371
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	1235
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	1217
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	1324
2021 Q4	$3K	Hold	12	–	–	﹤0.01%	1187
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	1138
2021 Q2	$3K	Buy	+12	New	+$2.81K	﹤0.01%	1233

Other funds holding TAOX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Newbridge Financial Services Group's TAOX Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Tao Synergies Inc (TAOX) in Q2 2024, closing a stake of 12 shares — an estimated $56 sold.

Newbridge Financial Services Group first reported a position in TAOX in Q2 2021 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 8 funds tracked by Wall St. Rank hold TAOX as of Q2 2024.

Newbridge Financial Services Group reported no remaining Tao Synergies Inc position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 12 Tao Synergies Inc shares in Q2 2024, an estimated $56.
Newbridge Financial Services Group first reported a position in Tao Synergies Inc in Q2 2021 and held it in 12 quarters.
Newbridge Financial Services Group's Tao Synergies Inc position peaked at $3K in Q4 2021.
8 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.