TWP
PH icon

TFO Wealth Partners’s Parker-Hannifin PH Stock Holding History

TFO Wealth Partners’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$1.11K – 577
2024
Q1 		$1.11K Hold
2
– – ﹤0.01% 149
2023
Q4 		$921 Sell
2
-99
-98% -$41.2K ﹤0.01% 213
2023
Q3 		$39.4K Hold
101
– – 0.01% 100
2023
Q2 		$39.4K Buy
101
+99
+4,950% +$33.5K 0.01% 90
2023
Q1 		$672 Sell
2
-6
-75% -$1.99K ﹤0.01% 205
2022
Q4 		$792 Buy
+8
New +$2.29K ﹤0.01% 406
2020
Q4 		– Sell
-11
Closed -$2K – 148
2020
Q3 		$2K Buy
+11
New +$2.16K ﹤0.01% 136

Other funds holding PH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TFO Wealth Partners sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 2 shares — an estimated $1.11K sold.

TFO Wealth Partners first reported a position in PH in Q3 2020 and held it in 7 quarters. The position peaked at $39.4K in Q3 2023. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Parker-Hannifin shares in Q2 2024, an estimated $1.11K.
  • TFO Wealth Partners first reported a position in Parker-Hannifin in Q3 2020 and held it in 7 quarters.
  • TFO Wealth Partners's Parker-Hannifin position peaked at $39.4K in Q3 2023.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

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