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TFO Wealth Partners’s Cabot Corp CBT Stock Holding History

TFO Wealth Partners’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$277 – 178
2024
Q1 		$277 Hold
3
– – ﹤0.01% 418
2023
Q4 		$251 Hold
3
– – ﹤0.01% 574
2023
Q3 		$201 Hold
3
– – ﹤0.01% 796
2023
Q2 		$201 Hold
3
– – ﹤0.01% 498
2023
Q1 		$230 Sell
3
-10
-77% -$750 ﹤0.01% 444
2022
Q4 		$1.21K Buy
+13
New +$908 ﹤0.01% 324

Other funds holding CBT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TFO Wealth Partners sold out of Cabot Corp (CBT) in Q2 2024, closing a stake of 3 shares — an estimated $277 sold.

TFO Wealth Partners first reported a position in CBT in Q4 2022 and held it in 6 quarters. The position peaked at $1.21K in Q4 2022. 387 funds tracked by Wall St. Rank hold CBT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cabot Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cabot Corp shares in Q2 2024, an estimated $277.
  • TFO Wealth Partners first reported a position in Cabot Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cabot Corp position peaked at $1.21K in Q4 2022.
  • 387 funds tracked by Wall St. Rank held Cabot Corp as of Q2 2024.

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