TWP
GMS

TFO Wealth Partners’s GMS Inc GMS Stock Holding History

TFO Wealth Partners’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$97 – 341
2024
Q1 		$97 Hold
1
– – ﹤0.01% 646
2023
Q4 		$82 Hold
1
– – ﹤0.01% 819
2023
Q3 		$69 Hold
1
– – ﹤0.01% 1023
2023
Q2 		$69 Hold
1
– – ﹤0.01% 730
2023
Q1 		$58 Sell
1
-1,079
-100% -$61.1K ﹤0.01% 730
2022
Q4 		$11.8K Buy
+1,080
New +$51.8K ﹤0.01% 103

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

TFO Wealth Partners sold out of GMS Inc (GMS) in Q2 2024, closing a stake of 1 share — an estimated $97 sold.

TFO Wealth Partners first reported a position in GMS in Q4 2022 and held it in 6 quarters. The position peaked at $11.8K in Q4 2022. 289 funds tracked by Wall St. Rank hold GMS as of Q2 2024.

  • TFO Wealth Partners reported no remaining GMS Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 GMS Inc share in Q2 2024, an estimated $97.
  • TFO Wealth Partners first reported a position in GMS Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's GMS Inc position peaked at $11.8K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held GMS Inc as of Q2 2024.

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