TFO Wealth Partners’s National Vision EYE Stock Holding History

TFO Wealth Partners’s Portfolio EYE Stock Details EYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$66	–	285
2024 Q1	$66	Hold	3	–	–	﹤0.01%	697
2023 Q4	$63	Hold	3	–	–	﹤0.01%	853
2023 Q3	$73	Hold	3	–	–	﹤0.01%	1013
2023 Q2	$73	Hold	3	–	–	﹤0.01%	719
2023 Q1	$57	Sell	3 -18	-86%	-$586	﹤0.01%	733
2022 Q4	$439	Buy	+21	New	+$787	﹤0.01%	498

Other funds holding EYE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

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

TFO Wealth Partners sold out of National Vision (EYE) in Q2 2024, closing a stake of 3 shares — an estimated $66 sold.

TFO Wealth Partners first reported a position in EYE in Q4 2022 and held it in 6 quarters. The position peaked at $439 in Q4 2022. 187 funds tracked by Wall St. Rank hold EYE as of Q2 2024.

TFO Wealth Partners reported no remaining National Vision position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 National Vision shares in Q2 2024, an estimated $66.
TFO Wealth Partners first reported a position in National Vision in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's National Vision position peaked at $439 in Q4 2022.
187 funds tracked by Wall St. Rank held National Vision as of Q2 2024.

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