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TFO Wealth Partners’s Timken Company TKR Stock Holding History

TFO Wealth Partners’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$350 – 675
2024
Q1 		$350 Hold
4
– – ﹤0.01% 357
2023
Q4 		$321 Hold
4
– – ﹤0.01% 497
2023
Q3 		$366 Hold
4
– – ﹤0.01% 568
2023
Q2 		$366 Hold
4
– – ﹤0.01% 352
2023
Q1 		$327 Sell
4
-128,592
-100% -$10.4M ﹤0.01% 353
2022
Q4 		$368K Buy
+128,596
New +$8.99M 0.08% 29

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American Century Companies
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Thrivent Financial for Lutherans
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Dimensional Fund Advisors
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State Street
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EARNEST Partners
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Hotchkis & Wiley Capital Management
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TFO Wealth Partners's TKR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Timken Company (TKR) in Q2 2024, closing a stake of 4 shares — an estimated $350 sold.

TFO Wealth Partners first reported a position in TKR in Q4 2022 and held it in 6 quarters. The position peaked at $368K in Q4 2022. 451 funds tracked by Wall St. Rank hold TKR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Timken Company position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Timken Company shares in Q2 2024, an estimated $350.
  • TFO Wealth Partners first reported a position in Timken Company in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Timken Company position peaked at $368K in Q4 2022.
  • 451 funds tracked by Wall St. Rank held Timken Company as of Q2 2024.

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