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SFMG Wealth Advisors’s Kartoon Studios TOON Stock Holding History

SFMG Wealth Advisors’s Portfolio TOON Stock Details TOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,800
Closed -$8.37K – 279
2022
Q4 		$8.37K Hold
1,800
– – ﹤0.01% 261
2022
Q3 		$12K Hold
1,800
– – ﹤0.01% 250
2022
Q2 		$14K Hold
1,800
– – ﹤0.01% 272
2022
Q1 		$18K Buy
1,800
+700
+64% +$6.54K ﹤0.01% 297
2021
Q4 		$12K Buy
1,100
+92
+9% +$1.2K ﹤0.01% 293
2021
Q3 		$14K Buy
+1,008
New +$15.7K ﹤0.01% 257

Other funds holding TOON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SFMG Wealth Advisors's TOON Position: Q1 2023 in Review

SFMG Wealth Advisors sold out of Kartoon Studios (TOON) in Q1 2023, closing a stake of 1,800 shares — an estimated $8.37K sold.

SFMG Wealth Advisors first reported a position in TOON in Q3 2021 and held it in 6 quarters. The position peaked at $18K in Q1 2022. 41 funds tracked by Wall St. Rank hold TOON as of Q1 2023.

  • SFMG Wealth Advisors reported no remaining Kartoon Studios position as of Q1 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,800 Kartoon Studios shares in Q1 2023, an estimated $8.37K.
  • SFMG Wealth Advisors first reported a position in Kartoon Studios in Q3 2021 and held it in 6 quarters.
  • SFMG Wealth Advisors's Kartoon Studios position peaked at $18K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Kartoon Studios as of Q1 2023.

Based on SFMG Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.