PWA
TONX

Primoris Wealth Advisors’s TON Strategy Co TONX Stock Holding History

Primoris Wealth Advisors’s Portfolio TONX Stock Details TONX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$480 – 110
2024
Q3 		$480 Hold
50
– – ﹤0.01% 101
2024
Q2 		$1.24K Buy
+50
New +$1.58K ﹤0.01% 96

Other funds holding TONX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Primoris Wealth Advisors's TONX Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of TON Strategy Co (TONX) in Q4 2024, closing a stake of 50 shares — an estimated $480 sold.

Primoris Wealth Advisors first reported a position in TONX in Q2 2024 and held it in 2 quarters. The position peaked at $1.24K in Q2 2024. 8 funds tracked by Wall St. Rank hold TONX as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining TON Strategy Co position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 50 TON Strategy Co shares in Q4 2024, an estimated $480.
  • Primoris Wealth Advisors first reported a position in TON Strategy Co in Q2 2024 and held it in 2 quarters.
  • Primoris Wealth Advisors's TON Strategy Co position peaked at $1.24K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held TON Strategy Co as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.