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Opal Wealth Advisors’s TKO Group TKO Stock Holding History

Opal Wealth Advisors’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$1.62K – 1070
2024
Q2 		$1.62K Hold
15
– – ﹤0.01% 1007
2024
Q1 		$1.3K Buy
+15
New +$1.25K ﹤0.01% 304

Other funds holding TKO

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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opal Wealth Advisors's TKO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of TKO Group (TKO) in Q3 2024, closing a stake of 15 shares — an estimated $1.62K sold.

Opal Wealth Advisors first reported a position in TKO in Q1 2024 and held it in 2 quarters. The position peaked at $1.62K in Q2 2024. 401 funds tracked by Wall St. Rank hold TKO as of Q3 2024.

  • Opal Wealth Advisors reported no remaining TKO Group position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 15 TKO Group shares in Q3 2024, an estimated $1.62K.
  • Opal Wealth Advisors first reported a position in TKO Group in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's TKO Group position peaked at $1.62K in Q2 2024.
  • 401 funds tracked by Wall St. Rank held TKO Group as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.