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SFMG Wealth Advisors’s Tractor Supply TSCO Stock Holding History

SFMG Wealth Advisors’s Portfolio TSCO Stock Details TSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,540
Closed -$290K – 178
2019
Q4 		$290K Sell
15,540
-54,360
-78% -$1.03M 0.04% 129
2019
Q3 		$1.26M Buy
69,900
+29,870
+75% +$619K 0.17% 46
2019
Q2 		$880K Buy
40,030
+8,535
+27% +$176K 0.12% 55
2019
Q1 		$616K Buy
31,495
+9,230
+41% +$168K 0.09% 64
2018
Q4 		$372K Buy
+22,265
New +$399K 0.06% 93

Other funds holding TSCO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFMG Wealth Advisors's TSCO Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of Tractor Supply (TSCO) in Q1 2020, closing a stake of 15,540 shares — an estimated $290K sold.

SFMG Wealth Advisors first reported a position in TSCO in Q4 2018 and held it in 5 quarters. The position peaked at $1.26M in Q3 2019. 648 funds tracked by Wall St. Rank hold TSCO as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining Tractor Supply position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 15,540 Tractor Supply shares in Q1 2020, an estimated $290K.
  • SFMG Wealth Advisors first reported a position in Tractor Supply in Q4 2018 and held it in 5 quarters.
  • SFMG Wealth Advisors's Tractor Supply position peaked at $1.26M in Q3 2019.
  • 648 funds tracked by Wall St. Rank held Tractor Supply as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.