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TFO Wealth Partners’s PBF Energy PBF Stock Holding History

TFO Wealth Partners’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$230 – 566
2024
Q1 		$230 Sell
4
-114
-97% -$5.58K ﹤0.01% 459
2023
Q4 		$5.19K Buy
118
+114
+2,850% +$5.18K ﹤0.01% 110
2023
Q3 		$164 Hold
4
– – ﹤0.01% 895
2023
Q2 		$164 Hold
4
– – ﹤0.01% 563
2023
Q1 		$173 Sell
4
-6
-60% -$253 ﹤0.01% 513
2022
Q4 		$507 Buy
+10
New +$416 ﹤0.01% 476

Other funds holding PBF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

TFO Wealth Partners sold out of PBF Energy (PBF) in Q2 2024, closing a stake of 4 shares — an estimated $230 sold.

TFO Wealth Partners first reported a position in PBF in Q4 2022 and held it in 6 quarters. The position peaked at $5.19K in Q4 2023. 391 funds tracked by Wall St. Rank hold PBF as of Q2 2024.

  • TFO Wealth Partners reported no remaining PBF Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 PBF Energy shares in Q2 2024, an estimated $230.
  • TFO Wealth Partners first reported a position in PBF Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's PBF Energy position peaked at $5.19K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held PBF Energy as of Q2 2024.

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