TFO Wealth Partners’s Harley-Davidson HOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9	Closed	-$394	–	367
2024 Q1	$394	Hold	9	–	–	﹤0.01%	318
2023 Q4	$332	Hold	9	–	–	﹤0.01%	479
2023 Q3	$317	Hold	9	–	–	﹤0.01%	633
2023 Q2	$317	Hold	9	–	–	﹤0.01%	392
2023 Q1	$342	Sell	9 -509	-98%	-$22.4K	﹤0.01%	340
2022 Q4	$12.8K	Buy	+518	New	+$22.1K	﹤0.01%	98

Other funds holding HOG

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

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

TFO Wealth Partners sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 9 shares — an estimated $394 sold.

TFO Wealth Partners first reported a position in HOG in Q4 2022 and held it in 6 quarters. The position peaked at $12.8K in Q4 2022. 411 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

TFO Wealth Partners reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 9 Harley-Davidson shares in Q2 2024, an estimated $394.
TFO Wealth Partners first reported a position in Harley-Davidson in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Harley-Davidson position peaked at $12.8K in Q4 2022.
411 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

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