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TFO Wealth Partners’s McGrath RentCorp MGRC Stock Holding History

TFO Wealth Partners’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-97
Closed -$25.6K – 885
2022
Q4 		$25.6K Buy
+97
New +$9.08K 0.01% 72

Other funds holding MGRC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's MGRC Position: Q1 2023 in Review

TFO Wealth Partners sold out of McGrath RentCorp (MGRC) in Q1 2023, closing a stake of 97 shares — an estimated $25.6K sold.

TFO Wealth Partners first reported a position in MGRC in Q4 2022 and held it in 1 quarter. The position peaked at $25.6K in Q4 2022. 222 funds tracked by Wall St. Rank hold MGRC as of Q1 2023.

  • TFO Wealth Partners reported no remaining McGrath RentCorp position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 97 McGrath RentCorp shares in Q1 2023, an estimated $25.6K.
  • TFO Wealth Partners first reported a position in McGrath RentCorp in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's McGrath RentCorp position peaked at $25.6K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.