TFO Wealth Partners’s Cracker Barrel CBRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	-$280	–	953
2023 Q3	$280	Buy	+3	New	+$252	﹤0.01%	686

Other funds holding CBRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's CBRL Position: Q4 2023 in Review

TFO Wealth Partners sold out of Cracker Barrel (CBRL) in Q4 2023, closing a stake of 3 shares — an estimated $280 sold.

TFO Wealth Partners first reported a position in CBRL in Q3 2023 and held it in 1 quarter. The position peaked at $280 in Q3 2023. 298 funds tracked by Wall St. Rank hold CBRL as of Q4 2023.

TFO Wealth Partners reported no remaining Cracker Barrel position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Cracker Barrel shares in Q4 2023, an estimated $280.
TFO Wealth Partners first reported a position in Cracker Barrel in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Cracker Barrel position peaked at $280 in Q3 2023.
298 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.