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TFO Wealth Partners’s Columbus McKinnon CMCO Stock Holding History

TFO Wealth Partners’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$390 – 824
2023
Q4 		$390 Hold
10
– – ﹤0.01% 415
2023
Q3 		$407 Buy
+10
New +$381 ﹤0.01% 520

Other funds holding CMCO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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 CMCO Position: Q1 2024 in Review

TFO Wealth Partners sold out of Columbus McKinnon (CMCO) in Q1 2024, closing a stake of 10 shares — an estimated $390 sold.

TFO Wealth Partners first reported a position in CMCO in Q3 2023 and held it in 2 quarters. The position peaked at $407 in Q3 2023. 205 funds tracked by Wall St. Rank hold CMCO as of Q1 2024.

  • TFO Wealth Partners reported no remaining Columbus McKinnon position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Columbus McKinnon shares in Q1 2024, an estimated $390.
  • TFO Wealth Partners first reported a position in Columbus McKinnon in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Columbus McKinnon position peaked at $407 in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2024.

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