ORG Partners’s CTS Corp CTS Stock Holding History

ORG Partners’s Portfolio CTS Stock Details CTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$8.35K	–	1176
2023 Q3	$8.35K	Hold	200	–	–	﹤0.01%	856
2023 Q2	$8.5K	Buy	+200	New	+$8.79K	﹤0.01%	1004

Other funds holding CTS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ORG Partners's CTS Position: Q4 2023 in Review

ORG Partners sold out of CTS Corp (CTS) in Q4 2023, closing a stake of 200 shares — an estimated $8.35K sold.

ORG Partners first reported a position in CTS in Q2 2023 and held it in 2 quarters. The position peaked at $8.5K in Q2 2023. 198 funds tracked by Wall St. Rank hold CTS as of Q4 2023.

ORG Partners reported no remaining CTS Corp position as of Q4 2023 after selling out during the quarter.
ORG Partners sold 200 CTS Corp shares in Q4 2023, an estimated $8.35K.
ORG Partners first reported a position in CTS Corp in Q2 2023 and held it in 2 quarters.
ORG Partners's CTS Corp position peaked at $8.5K in Q2 2023.
198 funds tracked by Wall St. Rank held CTS Corp as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.