TFO Wealth Partners’s Post Holdings POST Stock Holding History

TFO Wealth Partners’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$319	–	587
2024 Q1	$319	Hold	3	–	–	﹤0.01%	379
2023 Q4	$264	Hold	3	–	–	﹤0.01%	555
2023 Q3	$260	Hold	3	–	–	﹤0.01%	707
2023 Q2	$260	Hold	3	–	–	﹤0.01%	440
2023 Q1	$270	Sell	3 -7	-70%	-$637	﹤0.01%	402
2022 Q4	$663	Buy	+10	New	+$892	﹤0.01%	439

Other funds holding POST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TFO Wealth Partners sold out of Post Holdings (POST) in Q2 2024, closing a stake of 3 shares — an estimated $319 sold.

TFO Wealth Partners first reported a position in POST in Q4 2022 and held it in 6 quarters. The position peaked at $663 in Q4 2022. 380 funds tracked by Wall St. Rank hold POST as of Q2 2024.

TFO Wealth Partners reported no remaining Post Holdings position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Post Holdings shares in Q2 2024, an estimated $319.
TFO Wealth Partners first reported a position in Post Holdings in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Post Holdings position peaked at $663 in Q4 2022.
380 funds tracked by Wall St. Rank held Post Holdings as of Q2 2024.

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