TWP
OSG

TFO Wealth Partners’s Octave Specialty Group OSG Stock Holding History

TFO Wealth Partners’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,738
Closed -$146K – 821
2022
Q4 		$146K Buy
+1,738
New +$25.8K 0.03% 41

Other funds holding OSG

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
RP
Repertoire Partners New York $143M AUM 28.83% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TFO Wealth Partners sold out of Octave Specialty Group (OSG) in Q1 2023, closing a stake of 1,738 shares — an estimated $146K sold.

TFO Wealth Partners first reported a position in OSG in Q4 2022 and held it in 1 quarter. The position peaked at $146K in Q4 2022. 159 funds tracked by Wall St. Rank hold OSG as of Q1 2023.

  • TFO Wealth Partners reported no remaining Octave Specialty Group position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1,738 Octave Specialty Group shares in Q1 2023, an estimated $146K.
  • TFO Wealth Partners first reported a position in Octave Specialty Group in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Octave Specialty Group position peaked at $146K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Octave Specialty Group as of Q1 2023.

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