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TFO Wealth Partners’s FB Financial Corp FBK Stock Holding History

TFO Wealth Partners’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$75 – 289
2024
Q1 		$75 Hold
2
– – ﹤0.01% 682
2023
Q4 		$80 Hold
2
– – ﹤0.01% 822
2023
Q3 		$56 Hold
2
– – ﹤0.01% 1042
2023
Q2 		$56 Hold
2
– – ﹤0.01% 753
2023
Q1 		$62 Sell
2
-48
-96% -$1.72K ﹤0.01% 721
2022
Q4 		$5.51K Buy
+50
New +$2K ﹤0.01% 158

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TFO Wealth Partners sold out of FB Financial Corp (FBK) in Q2 2024, closing a stake of 2 shares — an estimated $75 sold.

TFO Wealth Partners first reported a position in FBK in Q4 2022 and held it in 6 quarters. The position peaked at $5.51K in Q4 2022. 191 funds tracked by Wall St. Rank hold FBK as of Q2 2024.

  • TFO Wealth Partners reported no remaining FB Financial Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 FB Financial Corp shares in Q2 2024, an estimated $75.
  • TFO Wealth Partners first reported a position in FB Financial Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's FB Financial Corp position peaked at $5.51K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2024.

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