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TOMZ icon

NewEdge Advisors’s TOMI Environmental Solutions TOMZ Stock Holding History

NewEdge Advisors’s Portfolio TOMZ Stock Details TOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-698
Closed -$1.4K – 3629
2023
Q1 		$1.4K Buy
+698
New +$1.46K ﹤0.01% 3104
2021
Q2 		– Sell
-6,994
Closed -$85K – 1193
2021
Q1 		$85K Buy
+6,994
New +$96.1K ﹤0.01% 994

Other funds holding TOMZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors's TOMZ Position: Q2 2023 in Review

NewEdge Advisors sold out of TOMI Environmental Solutions (TOMZ) in Q2 2023, closing a stake of 698 shares — an estimated $1.4K sold.

NewEdge Advisors first reported a position in TOMZ in Q1 2021 and held it in 2 quarters. The position peaked at $85K in Q1 2021. 17 funds tracked by Wall St. Rank hold TOMZ as of Q2 2023.

  • NewEdge Advisors reported no remaining TOMI Environmental Solutions position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 698 TOMI Environmental Solutions shares in Q2 2023, an estimated $1.4K.
  • NewEdge Advisors first reported a position in TOMI Environmental Solutions in Q1 2021 and held it in 2 quarters.
  • NewEdge Advisors's TOMI Environmental Solutions position peaked at $85K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held TOMI Environmental Solutions as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.