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TFO Wealth Partners’s Sprouts Farmers Market SFM Stock Holding History

TFO Wealth Partners’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$258 – 636
2024
Q1 		$258 Hold
4
– – ﹤0.01% 432
2023
Q4 		$192 Sell
4
-7
-64% -$306 ﹤0.01% 658
2023
Q3 		$404 Buy
11
+7
+175% +$274 ﹤0.01% 525
2023
Q2 		$147 Hold
4
– – ﹤0.01% 583
2023
Q1 		$140 Buy
4
+3
+300% +$97 ﹤0.01% 571
2022
Q4 		$60 Buy
+1
New +$31 ﹤0.01% 842

Other funds holding SFM

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TFO Wealth Partners sold out of Sprouts Farmers Market (SFM) in Q2 2024, closing a stake of 4 shares — an estimated $258 sold.

TFO Wealth Partners first reported a position in SFM in Q4 2022 and held it in 6 quarters. The position peaked at $404 in Q3 2023. 536 funds tracked by Wall St. Rank hold SFM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Sprouts Farmers Market position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Sprouts Farmers Market shares in Q2 2024, an estimated $258.
  • TFO Wealth Partners first reported a position in Sprouts Farmers Market in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Sprouts Farmers Market position peaked at $404 in Q3 2023.
  • 536 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2024.

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