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TFO Wealth Partners’s Union Pacific UNP Stock Holding History

TFO Wealth Partners’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$614 – 1088
2023
Q3 		$614 Buy
+3
New +$653 ﹤0.01% 397
2022
Q3 		– Sell
-8
Closed -$2K – 475
2022
Q2 		$2K Buy
+8
New +$1.82K ﹤0.01% 360
2020
Q4 		– Sell
-12
Closed -$2K – 164
2020
Q3 		$2K Buy
+12
New +$2.23K ﹤0.01% 139

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TFO Wealth Partners sold out of Union Pacific (UNP) in Q4 2023, closing a stake of 3 shares — an estimated $614 sold.

TFO Wealth Partners first reported a position in UNP in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 2,573 funds tracked by Wall St. Rank hold UNP as of Q4 2023.

  • TFO Wealth Partners reported no remaining Union Pacific position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Union Pacific shares in Q4 2023, an estimated $614.
  • TFO Wealth Partners first reported a position in Union Pacific in Q3 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Union Pacific position peaked at $2K in Q2 2022.
  • 2,573 funds tracked by Wall St. Rank held Union Pacific as of Q4 2023.

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