TWP
BKU icon

TFO Wealth Partners’s Bankunited BKU Stock Holding History

TFO Wealth Partners’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$112 – 148
2024
Q1 		$112 Hold
4
– – ﹤0.01% 616
2023
Q4 		$130 Hold
4
– – ﹤0.01% 749
2023
Q3 		$86 Hold
4
– – ﹤0.01% 996
2023
Q2 		$86 Hold
4
– – ﹤0.01% 693
2023
Q1 		$90 Sell
4
-1
-20% -$33 ﹤0.01% 671
2022
Q4 		$200 Buy
+5
New +$177 ﹤0.01% 631

Other funds holding BKU

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TFO Wealth Partners sold out of Bankunited (BKU) in Q2 2024, closing a stake of 4 shares — an estimated $112 sold.

TFO Wealth Partners first reported a position in BKU in Q4 2022 and held it in 6 quarters. The position peaked at $200 in Q4 2022. 228 funds tracked by Wall St. Rank hold BKU as of Q2 2024.

  • TFO Wealth Partners reported no remaining Bankunited position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Bankunited shares in Q2 2024, an estimated $112.
  • TFO Wealth Partners first reported a position in Bankunited in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Bankunited position peaked at $200 in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Bankunited as of Q2 2024.

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