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TFO Wealth Partners’s EnerSys ENS Stock Holding History

TFO Wealth Partners’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$189 – 266
2024
Q1 		$189 Hold
2
– – ﹤0.01% 506
2023
Q4 		$202 Hold
2
– – ﹤0.01% 640
2023
Q3 		$217 Hold
2
– – ﹤0.01% 771
2023
Q2 		$217 Hold
2
– – ﹤0.01% 482
2023
Q1 		$174 Hold
2
– – ﹤0.01% 509
2022
Q4 		$67 Buy
+2
New +$140 ﹤0.01% 832

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

TFO Wealth Partners sold out of EnerSys (ENS) in Q2 2024, closing a stake of 2 shares — an estimated $189 sold.

TFO Wealth Partners first reported a position in ENS in Q4 2022 and held it in 6 quarters. The position peaked at $217 in Q3 2023. 363 funds tracked by Wall St. Rank hold ENS as of Q2 2024.

  • TFO Wealth Partners reported no remaining EnerSys position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 EnerSys shares in Q2 2024, an estimated $189.
  • TFO Wealth Partners first reported a position in EnerSys in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's EnerSys position peaked at $217 in Q3 2023.
  • 363 funds tracked by Wall St. Rank held EnerSys as of Q2 2024.

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