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TFO Wealth Partners’s Pricesmart PSMT Stock Holding History

TFO Wealth Partners’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$227 – 900
2023
Q4 		$227 Hold
3
– – ﹤0.01% 602
2023
Q3 		$222 Buy
+3
New +$232 ﹤0.01% 766

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EIG
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BCIM
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

TFO Wealth Partners sold out of Pricesmart (PSMT) in Q1 2024, closing a stake of 3 shares — an estimated $227 sold.

TFO Wealth Partners first reported a position in PSMT in Q3 2023 and held it in 2 quarters. The position peaked at $227 in Q4 2023. 241 funds tracked by Wall St. Rank hold PSMT as of Q1 2024.

  • TFO Wealth Partners reported no remaining Pricesmart position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Pricesmart shares in Q1 2024, an estimated $227.
  • TFO Wealth Partners first reported a position in Pricesmart in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Pricesmart position peaked at $227 in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Pricesmart as of Q1 2024.

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