TFO Wealth Partners’s Air Transport Services Group ATSG Stock Holding History

TFO Wealth Partners’s Portfolio ATSG Stock Details ATSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$55	–	783
2024 Q1	$55	Hold	4	–	–	﹤0.01%	710
2023 Q4	$70	Hold	4	–	–	﹤0.01%	841
2023 Q3	$75	Hold	4	–	–	﹤0.01%	1009
2023 Q2	$75	Hold	4	–	–	﹤0.01%	715
2023 Q1	$83	Buy	4 +2	+100%	+$48	﹤0.01%	684
2022 Q4	$617	Buy	+2	New	+$55	﹤0.01%	452

Other funds holding ATSG

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFO Wealth Partners's ATSG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Air Transport Services Group (ATSG) in Q2 2024, closing a stake of 4 shares — an estimated $55 sold.

TFO Wealth Partners first reported a position in ATSG in Q4 2022 and held it in 6 quarters. The position peaked at $617 in Q4 2022. 154 funds tracked by Wall St. Rank hold ATSG as of Q2 2024.

TFO Wealth Partners reported no remaining Air Transport Services Group position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 Air Transport Services Group shares in Q2 2024, an estimated $55.
TFO Wealth Partners first reported a position in Air Transport Services Group in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Air Transport Services Group position peaked at $617 in Q4 2022.
154 funds tracked by Wall St. Rank held Air Transport Services Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.