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Private Wealth Management Group’s Teekay TK Stock Holding History

Private Wealth Management Group’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-249
Closed -$1.73K – 1590
2024
Q4 		$1.73K Sell
249
-196
-44% -$1.51K ﹤0.01% 1130
2024
Q3 		$4.09K Hold
445
– – ﹤0.01% 809
2024
Q2 		$3.99K Sell
445
-1,245
-74% -$10.5K ﹤0.01% 795
2024
Q1 		$12.3K Hold
1,690
– – 0.01% 364
2023
Q4 		$12.1K Buy
+1,690
New +$11.7K 0.01% 368

Other funds holding TK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's TK Position: Q1 2025 in Review

Private Wealth Management Group sold out of Teekay (TK) in Q1 2025, closing a stake of 249 shares — an estimated $1.73K sold.

Private Wealth Management Group first reported a position in TK in Q4 2023 and held it in 5 quarters. The position peaked at $12.3K in Q1 2024. 160 funds tracked by Wall St. Rank hold TK as of Q1 2025.

  • Private Wealth Management Group reported no remaining Teekay position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 249 Teekay shares in Q1 2025, an estimated $1.73K.
  • Private Wealth Management Group first reported a position in Teekay in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Teekay position peaked at $12.3K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Teekay as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.