TFO Wealth Partners’s Chefs' Warehouse CHEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3	Closed	-$679	–	841
2022 Q4	$679	Buy	+3	New	+$104	﹤0.01%	435

Other funds holding CHEF

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TFO Wealth Partners's CHEF Position: Q1 2023 in Review

TFO Wealth Partners sold out of Chefs' Warehouse (CHEF) in Q1 2023, closing a stake of 3 shares — an estimated $679 sold.

TFO Wealth Partners first reported a position in CHEF in Q4 2022 and held it in 1 quarter. The position peaked at $679 in Q4 2022. 177 funds tracked by Wall St. Rank hold CHEF as of Q1 2023.

TFO Wealth Partners reported no remaining Chefs' Warehouse position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Chefs' Warehouse shares in Q1 2023, an estimated $679.
TFO Wealth Partners first reported a position in Chefs' Warehouse in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Chefs' Warehouse position peaked at $679 in Q4 2022.
177 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.