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TFO Wealth Partners’s Landstar System LSTR Stock Holding History

TFO Wealth Partners’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$193 – 467
2024
Q1 		$193 Hold
1
– – ﹤0.01% 499
2023
Q4 		$194 Hold
1
– – ﹤0.01% 654
2023
Q3 		$193 Hold
1
– – ﹤0.01% 817
2023
Q2 		$193 Hold
1
– – ﹤0.01% 511
2023
Q1 		$179 Hold
1
– – ﹤0.01% 500
2022
Q4 		$197 Buy
+1
New +$161 ﹤0.01% 635

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TFO Wealth Partners sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 1 share — an estimated $193 sold.

TFO Wealth Partners first reported a position in LSTR in Q4 2022 and held it in 6 quarters. The position peaked at $197 in Q4 2022. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Landstar System share in Q2 2024, an estimated $193.
  • TFO Wealth Partners first reported a position in Landstar System in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Landstar System position peaked at $197 in Q4 2022.
  • 462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

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