TWP
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TFO Wealth Partners’s Encompass Health EHC Stock Holding History

TFO Wealth Partners’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$248 – 261
2024
Q1 		$248 Sell
3
-3
-50% -$220 ﹤0.01% 444
2023
Q4 		$400 Hold
6
– – ﹤0.01% 407
2023
Q3 		$406 Buy
6
+3
+100% +$206 ﹤0.01% 522
2023
Q2 		$203 Hold
3
– – ﹤0.01% 497
2023
Q1 		$162 Sell
3
-14
-82% -$815 ﹤0.01% 538
2022
Q4 		$2.52K Buy
+17
New +$925 ﹤0.01% 229

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William Blair Investment Management
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return