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Spectrum Wealth Counsel’s Timken Company TKR Stock Holding History

Spectrum Wealth Counsel’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12
Closed -$1.01K – 400
2024
Q3 		$1.01K Buy
+12
New +$987 ﹤0.01% 365

Other funds holding TKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Spectrum Wealth Counsel's TKR Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Timken Company (TKR) in Q4 2024, closing a stake of 12 shares — an estimated $1.01K sold.

Spectrum Wealth Counsel first reported a position in TKR in Q3 2024 and held it in 1 quarter. The position peaked at $1.01K in Q3 2024. 437 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 12 Timken Company shares in Q4 2024, an estimated $1.01K.
  • Spectrum Wealth Counsel first reported a position in Timken Company in Q3 2024 and held it in 1 quarter.
  • Spectrum Wealth Counsel's Timken Company position peaked at $1.01K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.