TFO Wealth Partners’s Sadot Group SDOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16	Closed	-$35.3K	–	838
2023 Q1	$35.3K	Buy	+16	New	+$35.7K	0.01%	77
2022 Q4	–	Sell	-10	Closed	-$10.4K	–	574
2022 Q3	$7K	Hold	10	–	–	﹤0.01%	98
2022 Q2	$8K	Hold	10	–	–	﹤0.01%	158
2022 Q1	$10K	Buy	+10	New	+$10.8K	﹤0.01%	98
2021 Q4	–	Sell	-2	Closed	-$4K	–	189
2021 Q3	$4K	Buy	+2	New	+$4.68K	﹤0.01%	118

Other funds holding SDOT

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TFO Wealth Partners's SDOT Position: Q2 2023 in Review

TFO Wealth Partners sold out of Sadot Group (SDOT) in Q2 2023, closing a stake of 16 shares — an estimated $35.3K sold.

TFO Wealth Partners first reported a position in SDOT in Q3 2021 and held it in 5 quarters. The position peaked at $35.3K in Q1 2023. 23 funds tracked by Wall St. Rank hold SDOT as of Q2 2023.

TFO Wealth Partners reported no remaining Sadot Group position as of Q2 2023 after selling out during the quarter.
TFO Wealth Partners sold 16 Sadot Group shares in Q2 2023, an estimated $35.3K.
TFO Wealth Partners first reported a position in Sadot Group in Q3 2021 and held it in 5 quarters.
TFO Wealth Partners's Sadot Group position peaked at $35.3K in Q1 2023.
23 funds tracked by Wall St. Rank held Sadot Group as of Q2 2023.

Based on TFO Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.