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TFO Wealth Partners’s Erie Indemnity ERIE Stock Holding History

TFO Wealth Partners’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$402 – 272
2024
Q1 		$402 Hold
1
– – ﹤0.01% 311
2023
Q4 		$335 Hold
1
– – ﹤0.01% 472
2023
Q3 		$210 Hold
1
– – ﹤0.01% 778
2023
Q2 		$210 Hold
1
– – ﹤0.01% 488
2023
Q1 		$232 Sell
1
-62
-98% -$14.8K ﹤0.01% 439
2022
Q4 		$1.81K Buy
+63
New +$16.2K ﹤0.01% 273

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TFO Wealth Partners sold out of Erie Indemnity (ERIE) in Q2 2024, closing a stake of 1 share — an estimated $402 sold.

TFO Wealth Partners first reported a position in ERIE in Q4 2022 and held it in 6 quarters. The position peaked at $1.81K in Q4 2022. 310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Erie Indemnity position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Erie Indemnity share in Q2 2024, an estimated $402.
  • TFO Wealth Partners first reported a position in Erie Indemnity in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Erie Indemnity position peaked at $1.81K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

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