TWP
FLS icon

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 – 310
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 $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

TFO Wealth Partners sold out of Flowserve (FLS) in Q2 2024, closing a stake of 5 shares — an estimated $228 sold.

TFO Wealth Partners first reported a position in FLS in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 418 funds tracked by Wall St. Rank hold FLS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Flowserve position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Flowserve shares in Q2 2024, an estimated $228.
  • TFO Wealth Partners first reported a position in Flowserve in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Flowserve position peaked at $2K in Q2 2022.
  • 418 funds tracked by Wall St. Rank held Flowserve as of Q2 2024.

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