TWP
SGI

TFO Wealth Partners’s Somnigroup International SGI Stock Holding History

TFO Wealth Partners’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$341 – 781
2024
Q1 		$341 Hold
6
– – ﹤0.01% 363
2023
Q4 		$306 Sell
6
-19
-76% -$806 ﹤0.01% 514
2023
Q3 		$1K Buy
25
+19
+317% +$842 ﹤0.01% 282
2023
Q2 		$240 Hold
6
– – ﹤0.01% 459
2023
Q1 		$237 Sell
6
-5,494
-100% -$219K ﹤0.01% 436
2022
Q4 		$9.24K Buy
+5,500
New +$165K ﹤0.01% 122

Other funds holding SGI

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

TFO Wealth Partners sold out of Somnigroup International (SGI) in Q2 2024, closing a stake of 6 shares — an estimated $341 sold.

TFO Wealth Partners first reported a position in SGI in Q4 2022 and held it in 6 quarters. The position peaked at $9.24K in Q4 2022. 386 funds tracked by Wall St. Rank hold SGI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Somnigroup International position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Somnigroup International shares in Q2 2024, an estimated $341.
  • TFO Wealth Partners first reported a position in Somnigroup International in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Somnigroup International position peaked at $9.24K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2024.

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