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TFO Wealth Partners’s Flowers Foods FLO Stock Holding History

TFO Wealth Partners’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$214 – 308
2024
Q1 		$214 Hold
9
– – ﹤0.01% 474
2023
Q4 		$203 Hold
9
– – ﹤0.01% 638
2023
Q3 		$224 Hold
9
– – ﹤0.01% 764
2023
Q2 		$224 Hold
9
– – ﹤0.01% 476
2023
Q1 		$247 Buy
9
+3
+50% +$83 ﹤0.01% 423
2022
Q4 		$208 Buy
+6
New +$169 ﹤0.01% 624

Other funds holding FLO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

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

TFO Wealth Partners sold out of Flowers Foods (FLO) in Q2 2024, closing a stake of 9 shares — an estimated $214 sold.

TFO Wealth Partners first reported a position in FLO in Q4 2022 and held it in 6 quarters. The position peaked at $247 in Q1 2023. 383 funds tracked by Wall St. Rank hold FLO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Flowers Foods position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Flowers Foods shares in Q2 2024, an estimated $214.
  • TFO Wealth Partners first reported a position in Flowers Foods in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Flowers Foods position peaked at $247 in Q1 2023.
  • 383 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2024.

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