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TFO Wealth Partners’s New Fortress Energy NFE Stock Holding History

TFO Wealth Partners’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Hold
0
– -$31 – 519
2024
Q1 		– Hold
0
– – – 752
2023
Q4 		– Hold
0
– – – 883
2023
Q3 		– Hold
0
– – – 1077
2023
Q2 		– Hold
0
– – – 798
2023
Q1 		– Hold
0
– – – 779
2022
Q4 		– Hold
0
– – – 688

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GMP
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return