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TFO Wealth Partners’s Werner Enterprises WERN Stock Holding History

TFO Wealth Partners’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$117 – 741
2024
Q1 		$117 Sell
3
-5
-63% -$199 ﹤0.01% 608
2023
Q4 		$339 Hold
8
– – ﹤0.01% 468
2023
Q3 		$353 Buy
8
+5
+167% +$215 ﹤0.01% 587
2023
Q2 		$133 Hold
3
– – ﹤0.01% 607
2023
Q1 		$136 Sell
3
-1
-25% -$45 ﹤0.01% 580
2022
Q4 		$91 Buy
+4
New +$163 ﹤0.01% 791

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

TFO Wealth Partners sold out of Werner Enterprises (WERN) in Q2 2024, closing a stake of 3 shares — an estimated $117 sold.

TFO Wealth Partners first reported a position in WERN in Q4 2022 and held it in 6 quarters. The position peaked at $353 in Q3 2023. 241 funds tracked by Wall St. Rank hold WERN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Werner Enterprises position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Werner Enterprises shares in Q2 2024, an estimated $117.
  • TFO Wealth Partners first reported a position in Werner Enterprises in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Werner Enterprises position peaked at $353 in Q3 2023.
  • 241 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2024.

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