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TFO Wealth Partners’s CarGurus CARG Stock Holding History

TFO Wealth Partners’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$387 – 817
2023
Q4 		$387 Hold
16
– – ﹤0.01% 420
2023
Q3 		$362 Buy
+16
New +$316 ﹤0.01% 570

Other funds holding CARG

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

TFO Wealth Partners's CARG Position: Q1 2024 in Review

TFO Wealth Partners sold out of CarGurus (CARG) in Q1 2024, closing a stake of 16 shares — an estimated $387 sold.

TFO Wealth Partners first reported a position in CARG in Q3 2023 and held it in 2 quarters. The position peaked at $387 in Q4 2023. 243 funds tracked by Wall St. Rank hold CARG as of Q1 2024.

  • TFO Wealth Partners reported no remaining CarGurus position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 CarGurus shares in Q1 2024, an estimated $387.
  • TFO Wealth Partners first reported a position in CarGurus in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's CarGurus position peaked at $387 in Q4 2023.
  • 243 funds tracked by Wall St. Rank held CarGurus as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.