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TFO Wealth Partners’s Flowserve FLS Stock Holding History

TFO Wealth Partners’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$228 – 311
2024
Q1 		$228 Hold
5
– – ﹤0.01% 460
2023
Q4 		$206 Sell
5
-6
-55% -$230 ﹤0.01% 633
2023
Q3 		$409 Buy
11
+6
+120% +$232 ﹤0.01% 518
2023
Q2 		$186 Hold
5
– – ﹤0.01% 525
2023
Q1 		$170 Buy
5
+4
+400% +$134 ﹤0.01% 519
2022
Q4 		$177 Buy
+1
New +$29 ﹤0.01% 654
2022
Q3 		– Sell
-60
Closed -$2K – 265
2022
Q2 		$2K Buy
+60
New +$1.91K ﹤0.01% 311

Other funds holding FLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return