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TFO Wealth Partners’s Eagle Materials EXP Stock Holding History

TFO Wealth Partners’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$544 – 282
2024
Q1 		$544 Hold
2
– – ﹤0.01% 245
2023
Q4 		$406 Hold
2
– – ﹤0.01% 399
2023
Q3 		$373 Hold
2
– – ﹤0.01% 557
2023
Q2 		$373 Hold
2
– – ﹤0.01% 344
2023
Q1 		$294 Buy
2
+1
+100% +$142 ﹤0.01% 379
2022
Q4 		$34 Buy
+1
New +$126 ﹤0.01% 882

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TFO Wealth Partners sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 2 shares — an estimated $544 sold.

TFO Wealth Partners first reported a position in EXP in Q4 2022 and held it in 6 quarters. The position peaked at $544 in Q1 2024. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Eagle Materials shares in Q2 2024, an estimated $544.
  • TFO Wealth Partners first reported a position in Eagle Materials in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Eagle Materials position peaked at $544 in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

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