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TFO Wealth Partners’s Avis CAR Stock Holding History

TFO Wealth Partners’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$245 – 170
2024
Q1 		$245 Hold
2
– – ﹤0.01% 448
2023
Q4 		$355 Hold
2
– – ﹤0.01% 453
2023
Q3 		$457 Hold
2
– – ﹤0.01% 481
2023
Q2 		$457 Hold
2
– – ﹤0.01% 300
2023
Q1 		$390 Hold
2
– – ﹤0.01% 296
2022
Q4 		$362 Buy
+2
New +$401 ﹤0.01% 531

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

TFO Wealth Partners sold out of Avis (CAR) in Q2 2024, closing a stake of 2 shares — an estimated $245 sold.

TFO Wealth Partners first reported a position in CAR in Q4 2022 and held it in 6 quarters. The position peaked at $457 in Q3 2023. 267 funds tracked by Wall St. Rank hold CAR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Avis position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Avis shares in Q2 2024, an estimated $245.
  • TFO Wealth Partners first reported a position in Avis in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Avis position peaked at $457 in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Avis as of Q2 2024.

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