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TFO Wealth Partners’s Brunswick BC Stock Holding History

TFO Wealth Partners’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$290 – 133
2024
Q1 		$290 Hold
3
– – ﹤0.01% 407
2023
Q4 		$290 Hold
3
– – ﹤0.01% 528
2023
Q3 		$260 Hold
3
– – ﹤0.01% 704
2023
Q2 		$260 Hold
3
– – ﹤0.01% 436
2023
Q1 		$246 Hold
3
– – ﹤0.01% 424
2022
Q4 		$205 Buy
+3
New +$213 ﹤0.01% 628
2022
Q1 		– Sell
-50
Closed -$5K – 123
2021
Q4 		$5K Buy
+50
New +$4.89K ﹤0.01% 108

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TFO Wealth Partners sold out of Brunswick (BC) in Q2 2024, closing a stake of 3 shares — an estimated $290 sold.

TFO Wealth Partners first reported a position in BC in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 392 funds tracked by Wall St. Rank hold BC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Brunswick position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Brunswick shares in Q2 2024, an estimated $290.
  • TFO Wealth Partners first reported a position in Brunswick in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Brunswick position peaked at $5K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Brunswick as of Q2 2024.

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