TFO Wealth Partners’s Everest Group EG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$398	–	259
2024 Q1	$398	Sell	1 -2	-67%	-$750	﹤0.01%	314
2023 Q4	$1.06K	Hold	3	–	–	﹤0.01%	189
2023 Q3	$1.03K	Buy	3 +2	+200%	+$726	﹤0.01%	274
2023 Q2	$342	Hold	1	–	–	﹤0.01%	374
2023 Q1	$358	Sell	1 -13	-93%	-$4.67K	﹤0.01%	321
2022 Q4	$2.2K	Buy	+14	New	+$4.36K	﹤0.01%	245

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

TFO Wealth Partners sold out of Everest Group (EG) in Q2 2024, closing a stake of 1 share — an estimated $398 sold.

TFO Wealth Partners first reported a position in EG in Q4 2022 and held it in 6 quarters. The position peaked at $2.2K in Q4 2022. 631 funds tracked by Wall St. Rank hold EG as of Q2 2024.

TFO Wealth Partners reported no remaining Everest Group position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Everest Group share in Q2 2024, an estimated $398.
TFO Wealth Partners first reported a position in Everest Group in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Everest Group position peaked at $2.2K in Q4 2022.
631 funds tracked by Wall St. Rank held Everest Group as of Q2 2024.

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