TLA
TMFS icon

Tanglewood Legacy Advisors’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Tanglewood Legacy Advisors’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-611
Closed -$17K – 293
2023
Q3 		$17K Hold
611
– – 0.01% 225
2023
Q2 		$17.6K Hold
611
– – 0.01% 221
2023
Q1 		$16.3K Hold
611
– – 0.01% 217
2022
Q4 		$14.9K Buy
+611
New +$14.8K 0.01% 196

Other funds holding TMFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tanglewood Legacy Advisors's TMFS Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q4 2023, closing a stake of 611 shares — an estimated $17K sold.

Tanglewood Legacy Advisors first reported a position in TMFS in Q4 2022 and held it in 4 quarters. The position peaked at $17.6K in Q2 2023. 23 funds tracked by Wall St. Rank hold TMFS as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Motley Fool Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 611 Motley Fool Small-Cap Growth ETF shares in Q4 2023, an estimated $17K.
  • Tanglewood Legacy Advisors first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Motley Fool Small-Cap Growth ETF position peaked at $17.6K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.