Polen Capital Management
TPIF icon

Polen Capital Management’s Timothy Plan International ETF TPIF Stock Holding History

Polen Capital Management’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,875
Closed -$420K – 108
2023
Q4 		$420K Buy
15,875
+1,081
+7% +$26.4K ﹤0.01% 105
2023
Q3 		$355K Sell
14,794
-913
-6% -$22.8K ﹤0.01% 99
2023
Q2 		$396K Sell
15,707
-2,415
-13% -$60.8K ﹤0.01% 98
2023
Q1 		$453K Buy
+18,122
New +$446K ﹤0.01% 94
2022
Q1 		– Sell
-12,139
Closed -$353K – 97
2021
Q4 		$353K Buy
12,139
+242
+2% +$6.97K ﹤0.01% 88
2021
Q3 		$338K Buy
11,897
+2,757
+30% +$81.5K ﹤0.01% 89
2021
Q2 		$266K Buy
+9,140
New +$266K ﹤0.01% 81

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Polen Capital Management's TPIF Position: Q1 2024 in Review

Polen Capital Management sold out of Timothy Plan International ETF (TPIF) in Q1 2024, closing a stake of 15,875 shares — an estimated $420K sold.

Polen Capital Management first reported a position in TPIF in Q2 2021 and held it in 7 quarters. The position peaked at $453K in Q1 2023. 39 funds tracked by Wall St. Rank hold TPIF as of Q1 2024.

  • Polen Capital Management reported no remaining Timothy Plan International ETF position as of Q1 2024 after selling out during the quarter.
  • Polen Capital Management sold 15,875 Timothy Plan International ETF shares in Q1 2024, an estimated $420K.
  • Polen Capital Management first reported a position in Timothy Plan International ETF in Q2 2021 and held it in 7 quarters.
  • Polen Capital Management's Timothy Plan International ETF position peaked at $453K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q1 2024.

Based on Polen Capital Management's 13F filing for Q1 2024, filed 10 May 2024.