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TFO Wealth Partners’s Harmonic Inc HLIT Stock Holding History

TFO Wealth Partners’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$162 – 997
2023
Q3 		$162 Buy
+10
New +$119 ﹤0.01% 898

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TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
SCM
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State Street
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AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's HLIT Position: Q4 2023 in Review

TFO Wealth Partners sold out of Harmonic Inc (HLIT) in Q4 2023, closing a stake of 10 shares — an estimated $162 sold.

TFO Wealth Partners first reported a position in HLIT in Q3 2023 and held it in 1 quarter. The position peaked at $162 in Q3 2023. 199 funds tracked by Wall St. Rank hold HLIT as of Q4 2023.

  • TFO Wealth Partners reported no remaining Harmonic Inc position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Harmonic Inc shares in Q4 2023, an estimated $162.
  • TFO Wealth Partners first reported a position in Harmonic Inc in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Harmonic Inc position peaked at $162 in Q3 2023.
  • 199 funds tracked by Wall St. Rank held Harmonic Inc as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.