TFO Wealth Partners’s Scansource SCSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$266	–	1065
2023 Q3	$266	Buy	+9	New	+$270	﹤0.01%	700

Other funds holding SCSC

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFO Wealth Partners's SCSC Position: Q4 2023 in Review

TFO Wealth Partners sold out of Scansource (SCSC) in Q4 2023, closing a stake of 9 shares — an estimated $266 sold.

TFO Wealth Partners first reported a position in SCSC in Q3 2023 and held it in 1 quarter. The position peaked at $266 in Q3 2023. 165 funds tracked by Wall St. Rank hold SCSC as of Q4 2023.

TFO Wealth Partners reported no remaining Scansource position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 9 Scansource shares in Q4 2023, an estimated $266.
TFO Wealth Partners first reported a position in Scansource in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Scansource position peaked at $266 in Q3 2023.
165 funds tracked by Wall St. Rank held Scansource as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.