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Tarbox Family Office’s Shenandoah Telecom SHEN Stock Holding History

Tarbox Family Office’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-160
Closed -$4K – 830
2022
Q1 		$4K Buy
+160
New +$3.61K ﹤0.01% 624
2020
Q4 		– Sell
-69
Closed -$3K – 1188
2020
Q3 		$3K Hold
69
– – ﹤0.01% 659
2020
Q2 		$3K Hold
69
– – ﹤0.01% 666
2020
Q1 		$3K Sell
69
-35
-34% -$1.55K ﹤0.01% 558
2019
Q4 		$4K Buy
+104
New +$3.68K ﹤0.01% 596

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tarbox Family Office's SHEN Position: Q2 2022 in Review

Tarbox Family Office sold out of Shenandoah Telecom (SHEN) in Q2 2022, closing a stake of 160 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in SHEN in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 151 funds tracked by Wall St. Rank hold SHEN as of Q2 2022.

  • Tarbox Family Office reported no remaining Shenandoah Telecom position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 160 Shenandoah Telecom shares in Q2 2022, an estimated $4K.
  • Tarbox Family Office first reported a position in Shenandoah Telecom in Q4 2019 and held it in 5 quarters.
  • Tarbox Family Office's Shenandoah Telecom position peaked at $4K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.