Summit Wealth Group’s Toro Company TTC Stock Holding History

Summit Wealth Group’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,013	Closed	–	–	244
2023 Q1	$0	Buy	+30,013	New	+$3.34M	﹤0.01%	253

Other funds holding TTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Summit Wealth Group's TTC Position: Q2 2023 in Review

Summit Wealth Group sold out of Toro Company (TTC) in Q2 2023, closing a stake of 30,013 shares.

Summit Wealth Group first reported a position in TTC in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 498 funds tracked by Wall St. Rank hold TTC as of Q2 2023.

Summit Wealth Group reported no remaining Toro Company position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 30,013 Toro Company shares in Q2 2023.
Summit Wealth Group first reported a position in Toro Company in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Toro Company position peaked at $0 in Q1 2023.
498 funds tracked by Wall St. Rank held Toro Company as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.