TFO Wealth Partners’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-162	Closed	-$36.4K	–	1077
2023 Q3	$36.4K	Buy	162 +4	+3%	+$905	0.01%	105
2023 Q2	$35.5K	Buy	+158	New	+$31.6K	0.01%	97

Other funds holding STE

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFO Wealth Partners's STE Position: Q4 2023 in Review

TFO Wealth Partners sold out of Steris (STE) in Q4 2023, closing a stake of 162 shares — an estimated $36.4K sold.

TFO Wealth Partners first reported a position in STE in Q2 2023 and held it in 2 quarters. The position peaked at $36.4K in Q3 2023. 706 funds tracked by Wall St. Rank hold STE as of Q4 2023.

TFO Wealth Partners reported no remaining Steris position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 162 Steris shares in Q4 2023, an estimated $36.4K.
TFO Wealth Partners first reported a position in Steris in Q2 2023 and held it in 2 quarters.
TFO Wealth Partners's Steris position peaked at $36.4K in Q3 2023.
706 funds tracked by Wall St. Rank held Steris as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.