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Personal CFO Solutions’s Timken Company TKR Stock Holding History

Personal CFO Solutions’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,594
Closed -$219K – 597
2024
Q3 		$219K Buy
2,594
+19
+0.7% +$1.56K 0.03% 514
2024
Q2 		$206K Buy
2,575
+33
+1% +$2.85K 0.03% 504
2024
Q1 		$222K Buy
+2,542
New +$210K 0.03% 495

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Personal CFO Solutions's TKR Position: Q4 2024 in Review

Personal CFO Solutions sold out of Timken Company (TKR) in Q4 2024, closing a stake of 2,594 shares — an estimated $219K sold.

Personal CFO Solutions first reported a position in TKR in Q1 2024 and held it in 3 quarters. The position peaked at $222K in Q1 2024. 438 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Personal CFO Solutions reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,594 Timken Company shares in Q4 2024, an estimated $219K.
  • Personal CFO Solutions first reported a position in Timken Company in Q1 2024 and held it in 3 quarters.
  • Personal CFO Solutions's Timken Company position peaked at $222K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.