TFO Wealth Partners’s Graco GGG Stock Holding History

TFO Wealth Partners’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5	Closed	-$467	–	334
2024 Q1	$467	Hold	5	–	–	﹤0.01%	279
2023 Q4	$434	Sell	5 -2	-29%	-$157	﹤0.01%	371
2023 Q3	$604	Buy	7 +2	+40%	+$158	﹤0.01%	405
2023 Q2	$432	Hold	5	–	–	﹤0.01%	315
2023 Q1	$365	Buy	5 +3	+150%	+$208	﹤0.01%	315
2022 Q4	$149	Buy	+2	New	+$133	﹤0.01%	682

Other funds holding GGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

TFO Wealth Partners sold out of Graco (GGG) in Q2 2024, closing a stake of 5 shares — an estimated $467 sold.

TFO Wealth Partners first reported a position in GGG in Q4 2022 and held it in 6 quarters. The position peaked at $604 in Q3 2023. 658 funds tracked by Wall St. Rank hold GGG as of Q2 2024.

TFO Wealth Partners reported no remaining Graco position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Graco shares in Q2 2024, an estimated $467.
TFO Wealth Partners first reported a position in Graco in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Graco position peaked at $604 in Q3 2023.
658 funds tracked by Wall St. Rank held Graco as of Q2 2024.

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