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TFO Wealth Partners’s Northern Trust NTRS Stock Holding History

TFO Wealth Partners’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$675 – 885
2023
Q4 		$675 Hold
8
– – ﹤0.01% 265
2023
Q3 		$593 Buy
+8
New +$604 ﹤0.01% 409
2022
Q3 		– Sell
-30
Closed -$3K – 377
2022
Q2 		$3K Buy
+30
New +$3.17K ﹤0.01% 280

Other funds holding NTRS

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFO Wealth Partners's NTRS Position: Q1 2024 in Review

TFO Wealth Partners sold out of Northern Trust (NTRS) in Q1 2024, closing a stake of 8 shares — an estimated $675 sold.

TFO Wealth Partners first reported a position in NTRS in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 681 funds tracked by Wall St. Rank hold NTRS as of Q1 2024.

  • TFO Wealth Partners reported no remaining Northern Trust position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Northern Trust shares in Q1 2024, an estimated $675.
  • TFO Wealth Partners first reported a position in Northern Trust in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Northern Trust position peaked at $3K in Q2 2022.
  • 681 funds tracked by Wall St. Rank held Northern Trust as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.