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TFO Wealth Partners’s Asbury Automotive ABG Stock Holding History

TFO Wealth Partners’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$225 – 791
2023
Q4 		$225 Hold
1
– – ﹤0.01% 606
2023
Q3 		$240 Buy
+1
New +$228 ﹤0.01% 735
2023
Q1 		– Sell
-9
Closed -$941 – 816
2022
Q4 		$941 Buy
+9
New +$1.5K ﹤0.01% 379

Other funds holding ABG

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TFO Wealth Partners's ABG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Asbury Automotive (ABG) in Q1 2024, closing a stake of 1 share — an estimated $225 sold.

TFO Wealth Partners first reported a position in ABG in Q4 2022 and held it in 3 quarters. The position peaked at $941 in Q4 2022. 312 funds tracked by Wall St. Rank hold ABG as of Q1 2024.

  • TFO Wealth Partners reported no remaining Asbury Automotive position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Asbury Automotive share in Q1 2024, an estimated $225.
  • TFO Wealth Partners first reported a position in Asbury Automotive in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Asbury Automotive position peaked at $941 in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Asbury Automotive as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.