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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 – 260
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

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TFO Wealth Partners sold out of Encompass Health (EHC) in Q2 2024, closing a stake of 3 shares — an estimated $248 sold.

TFO Wealth Partners first reported a position in EHC in Q4 2022 and held it in 6 quarters. The position peaked at $2.52K in Q4 2022. 477 funds tracked by Wall St. Rank hold EHC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Encompass Health position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Encompass Health shares in Q2 2024, an estimated $248.
  • TFO Wealth Partners first reported a position in Encompass Health in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Encompass Health position peaked at $2.52K in Q4 2022.
  • 477 funds tracked by Wall St. Rank held Encompass Health as of Q2 2024.

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