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TFO Wealth Partners’s Nelnet NNI Stock Holding History

TFO Wealth Partners’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$95 – 524
2024
Q1 		$95 Hold
1
– – ﹤0.01% 651
2023
Q4 		$88 Hold
1
– – ﹤0.01% 812
2023
Q3 		$96 Hold
1
– – ﹤0.01% 978
2023
Q2 		$96 Hold
1
– – ﹤0.01% 671
2023
Q1 		$92 Sell
1
-6
-86% -$556 ﹤0.01% 668
2022
Q4 		$115 Buy
+7
New +$635 ﹤0.01% 748

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

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

TFO Wealth Partners sold out of Nelnet (NNI) in Q2 2024, closing a stake of 1 share — an estimated $95 sold.

TFO Wealth Partners first reported a position in NNI in Q4 2022 and held it in 6 quarters. The position peaked at $115 in Q4 2022. 159 funds tracked by Wall St. Rank hold NNI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Nelnet position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Nelnet share in Q2 2024, an estimated $95.
  • TFO Wealth Partners first reported a position in Nelnet in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Nelnet position peaked at $115 in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Nelnet as of Q2 2024.

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