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TFO Wealth Partners’s Andersons Inc ANDE Stock Holding History

TFO Wealth Partners’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120
Closed -$19.7K – 823
2022
Q4 		$19.7K Buy
+120
New +$4.26K ﹤0.01% 84
2020
Q3 		– Sell
-2,362
Closed -$33K – 153
2020
Q2 		$33K Hold
2,362
– – 0.01% 59
2020
Q1 		$44K Buy
+2,362
New +$49.9K 0.02% 59

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's ANDE Position: Q1 2023 in Review

TFO Wealth Partners sold out of Andersons Inc (ANDE) in Q1 2023, closing a stake of 120 shares — an estimated $19.7K sold.

TFO Wealth Partners first reported a position in ANDE in Q1 2020 and held it in 3 quarters. The position peaked at $44K in Q1 2020. 222 funds tracked by Wall St. Rank hold ANDE as of Q1 2023.

  • TFO Wealth Partners reported no remaining Andersons Inc position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 120 Andersons Inc shares in Q1 2023, an estimated $19.7K.
  • TFO Wealth Partners first reported a position in Andersons Inc in Q1 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Andersons Inc position peaked at $44K in Q1 2020.
  • 222 funds tracked by Wall St. Rank held Andersons Inc as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.