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TFO Wealth Partners’s Gates Industrial Corp GTES Stock Holding History

TFO Wealth Partners’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$177 – 349
2024
Q1 		$177 Hold
10
– – ﹤0.01% 521
2023
Q4 		$134 Hold
10
– – ﹤0.01% 742
2023
Q3 		$135 Hold
10
– – ﹤0.01% 931
2023
Q2 		$135 Hold
10
– – ﹤0.01% 602
2023
Q1 		$139 Buy
10
+8
+400% +$107 ﹤0.01% 572
2022
Q4 		$256 Buy
+2
New +$22 ﹤0.01% 591

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TFO Wealth Partners sold out of Gates Industrial Corp (GTES) in Q2 2024, closing a stake of 10 shares — an estimated $177 sold.

TFO Wealth Partners first reported a position in GTES in Q4 2022 and held it in 6 quarters. The position peaked at $256 in Q4 2022. 303 funds tracked by Wall St. Rank hold GTES as of Q2 2024.

  • TFO Wealth Partners reported no remaining Gates Industrial Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Gates Industrial Corp shares in Q2 2024, an estimated $177.
  • TFO Wealth Partners first reported a position in Gates Industrial Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Gates Industrial Corp position peaked at $256 in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2024.

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