TFO Wealth Partners’s MODEL N, INC. MODN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9	Closed	-$1.21K	–	932
2022 Q4	$1.21K	Buy	+9	New	+$339	﹤0.01%	326

Other funds holding MODN

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TFO Wealth Partners sold out of MODEL N, INC. (MODN) in Q1 2023, closing a stake of 9 shares — an estimated $1.21K sold.

TFO Wealth Partners first reported a position in MODN in Q4 2022 and held it in 1 quarter. The position peaked at $1.21K in Q4 2022. 184 funds tracked by Wall St. Rank hold MODN as of Q1 2023.

TFO Wealth Partners reported no remaining MODEL N, INC. position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 9 MODEL N, INC. shares in Q1 2023, an estimated $1.21K.
TFO Wealth Partners first reported a position in MODEL N, INC. in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's MODEL N, INC. position peaked at $1.21K in Q4 2022.
184 funds tracked by Wall St. Rank held MODEL N, INC. as of Q1 2023.

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