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TFO Wealth Partners’s Commercial Metals CMC Stock Holding History

TFO Wealth Partners’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$411 – 197
2024
Q1 		$411 Sell
7
-7
-50% -$371 ﹤0.01% 302
2023
Q4 		$701 Hold
14
– – ﹤0.01% 260
2023
Q3 		$737 Buy
14
+7
+100% +$381 ﹤0.01% 350
2023
Q2 		$369 Hold
7
– – ﹤0.01% 348
2023
Q1 		$342 Buy
7
+1
+17% +$52 ﹤0.01% 339
2022
Q4 		$408 Buy
+6
New +$275 ﹤0.01% 512

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TFO Wealth Partners sold out of Commercial Metals (CMC) in Q2 2024, closing a stake of 7 shares — an estimated $411 sold.

TFO Wealth Partners first reported a position in CMC in Q4 2022 and held it in 6 quarters. The position peaked at $737 in Q3 2023. 422 funds tracked by Wall St. Rank hold CMC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Commercial Metals position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Commercial Metals shares in Q2 2024, an estimated $411.
  • TFO Wealth Partners first reported a position in Commercial Metals in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Commercial Metals position peaked at $737 in Q3 2023.
  • 422 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2024.

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