TFO Wealth Partners’s Delek US DK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$31	–	249
2024 Q1	$31	Hold	1	–	–	﹤0.01%	750
2023 Q4	$26	Hold	1	–	–	﹤0.01%	905
2023 Q3	$24	Hold	1	–	–	﹤0.01%	1081
2023 Q2	$24	Hold	1	–	–	﹤0.01%	804
2023 Q1	$23	Sell	1 -74	-99%	-$1.85K	﹤0.01%	791
2022 Q4	$1.23K	Buy	+75	New	+$2.21K	﹤0.01%	320

Other funds holding DK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TFO Wealth Partners sold out of Delek US (DK) in Q2 2024, closing a stake of 1 share — an estimated $31 sold.

TFO Wealth Partners first reported a position in DK in Q4 2022 and held it in 6 quarters. The position peaked at $1.23K in Q4 2022. 226 funds tracked by Wall St. Rank hold DK as of Q2 2024.

TFO Wealth Partners reported no remaining Delek US position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Delek US share in Q2 2024, an estimated $31.
TFO Wealth Partners first reported a position in Delek US in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Delek US position peaked at $1.23K in Q4 2022.
226 funds tracked by Wall St. Rank held Delek US as of Q2 2024.

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