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TFO Wealth Partners’s H.B. Fuller FUL Stock Holding History

TFO Wealth Partners’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$159 – 324
2024
Q1 		$159 Hold
2
– – ﹤0.01% 546
2023
Q4 		$163 Hold
2
– – ﹤0.01% 701
2023
Q3 		$143 Hold
2
– – ﹤0.01% 919
2023
Q2 		$143 Hold
2
– – ﹤0.01% 591
2023
Q1 		$137 Buy
2
+1
+100% +$70 ﹤0.01% 577
2022
Q4 		$80 Buy
+1
New +$72 ﹤0.01% 814

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State Street
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Capital World Investors
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MPI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

TFO Wealth Partners sold out of H.B. Fuller (FUL) in Q2 2024, closing a stake of 2 shares — an estimated $159 sold.

TFO Wealth Partners first reported a position in FUL in Q4 2022 and held it in 6 quarters. The position peaked at $163 in Q4 2023. 323 funds tracked by Wall St. Rank hold FUL as of Q2 2024.

  • TFO Wealth Partners reported no remaining H.B. Fuller position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 H.B. Fuller shares in Q2 2024, an estimated $159.
  • TFO Wealth Partners first reported a position in H.B. Fuller in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's H.B. Fuller position peaked at $163 in Q4 2023.
  • 323 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2024.

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