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TFO Wealth Partners’s SPS Commerce SPSC Stock Holding History

TFO Wealth Partners’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$388 – 910
2023
Q4 		$388 Hold
2
– – ﹤0.01% 419
2023
Q3 		$384 Buy
+2
New +$355 ﹤0.01% 543

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

TFO Wealth Partners sold out of SPS Commerce (SPSC) in Q1 2024, closing a stake of 2 shares — an estimated $388 sold.

TFO Wealth Partners first reported a position in SPSC in Q3 2023 and held it in 2 quarters. The position peaked at $388 in Q4 2023. 424 funds tracked by Wall St. Rank hold SPSC as of Q1 2024.

  • TFO Wealth Partners reported no remaining SPS Commerce position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 SPS Commerce shares in Q1 2024, an estimated $388.
  • TFO Wealth Partners first reported a position in SPS Commerce in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's SPS Commerce position peaked at $388 in Q4 2023.
  • 424 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2024.

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