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TFO Wealth Partners’s Castle Biosciences CSTL Stock Holding History

TFO Wealth Partners’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15
Closed -$324 – 832
2023
Q4 		$324 Hold
15
– – ﹤0.01% 492
2023
Q3 		$206 Buy
+15
New +$262 ﹤0.01% 787

Other funds holding CSTL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

TFO Wealth Partners's CSTL Position: Q1 2024 in Review

TFO Wealth Partners sold out of Castle Biosciences (CSTL) in Q1 2024, closing a stake of 15 shares — an estimated $324 sold.

TFO Wealth Partners first reported a position in CSTL in Q3 2023 and held it in 2 quarters. The position peaked at $324 in Q4 2023. 151 funds tracked by Wall St. Rank hold CSTL as of Q1 2024.

  • TFO Wealth Partners reported no remaining Castle Biosciences position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 15 Castle Biosciences shares in Q1 2024, an estimated $324.
  • TFO Wealth Partners first reported a position in Castle Biosciences in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Castle Biosciences position peaked at $324 in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2024.

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