TWP
TPIC

TFO Wealth Partners’s TPI Composites TPIC Stock Holding History

TFO Wealth Partners’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,226
Closed -$148K – 1086
2023
Q3 		$148K Hold
14,226
– – 0.03% 52
2023
Q2 		$148K Hold
14,226
– – 0.03% 50
2023
Q1 		$186K Buy
+14,226
New +$181K 0.04% 42

Other funds holding TPIC

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TFO Wealth Partners sold out of TPI Composites (TPIC) in Q4 2023, closing a stake of 14,226 shares — an estimated $148K sold.

TFO Wealth Partners first reported a position in TPIC in Q1 2023 and held it in 3 quarters. The position peaked at $186K in Q1 2023. 154 funds tracked by Wall St. Rank hold TPIC as of Q4 2023.

  • TFO Wealth Partners reported no remaining TPI Composites position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 14,226 TPI Composites shares in Q4 2023, an estimated $148K.
  • TFO Wealth Partners first reported a position in TPI Composites in Q1 2023 and held it in 3 quarters.
  • TFO Wealth Partners's TPI Composites position peaked at $186K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held TPI Composites as of Q4 2023.

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