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TFO Wealth Partners’s Schneider National SNDR Stock Holding History

TFO Wealth Partners’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$229 – 907
2023
Q4 		$229 Hold
9
– – ﹤0.01% 599
2023
Q3 		$258 Buy
+9
New +$262 ﹤0.01% 713

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

TFO Wealth Partners sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 9 shares — an estimated $229 sold.

TFO Wealth Partners first reported a position in SNDR in Q3 2023 and held it in 2 quarters. The position peaked at $258 in Q3 2023. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

  • TFO Wealth Partners reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Schneider National shares in Q1 2024, an estimated $229.
  • TFO Wealth Partners first reported a position in Schneider National in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Schneider National position peaked at $258 in Q3 2023.
  • 254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

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