TFO Wealth Partners’s Visteon VC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$118	–	716
2024 Q1	$118	Hold	1	–	–	﹤0.01%	604
2023 Q4	$125	Hold	1	–	–	﹤0.01%	761
2023 Q3	$144	Hold	1	–	–	﹤0.01%	917
2023 Q2	$144	Hold	1	–	–	﹤0.01%	590
2023 Q1	$157	Sell	1 -2	-67%	-$310	﹤0.01%	547
2022 Q4	$623	Buy	+3	New	+$400	﹤0.01%	449

Other funds holding VC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's VC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Visteon (VC) in Q2 2024, closing a stake of 1 share — an estimated $118 sold.

TFO Wealth Partners first reported a position in VC in Q4 2022 and held it in 6 quarters. The position peaked at $623 in Q4 2022. 305 funds tracked by Wall St. Rank hold VC as of Q2 2024.

TFO Wealth Partners reported no remaining Visteon position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Visteon share in Q2 2024, an estimated $118.
TFO Wealth Partners first reported a position in Visteon in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Visteon position peaked at $623 in Q4 2022.
305 funds tracked by Wall St. Rank held Visteon as of Q2 2024.

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