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TFO Wealth Partners’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

TFO Wealth Partners’s Portfolio VEGI Stock Details VEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-38
Closed -$1K – 167
2020
Q3 		$1K Buy
+38
New +$1.05K ﹤0.01% 149

Other funds holding VEGI

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TFO Wealth Partners's VEGI Position: Q4 2020 in Review

TFO Wealth Partners sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q4 2020, closing a stake of 38 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in VEGI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 23 funds tracked by Wall St. Rank hold VEGI as of Q4 2020.

  • TFO Wealth Partners reported no remaining iShares MSCI Agriculture Producers ETF position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 38 iShares MSCI Agriculture Producers ETF shares in Q4 2020, an estimated $1K.
  • TFO Wealth Partners first reported a position in iShares MSCI Agriculture Producers ETF in Q3 2020 and held it in 1 quarter.
  • TFO Wealth Partners's iShares MSCI Agriculture Producers ETF position peaked at $1K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.