TFO Wealth Partners’s Wabash National WNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-116	Closed	-$10.9K	–	923
2022 Q4	$10.9K	Buy	+116	New	+$2.52K	﹤0.01%	107

Other funds holding WNC

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TFO Wealth Partners's WNC Position: Q1 2023 in Review

TFO Wealth Partners sold out of Wabash National (WNC) in Q1 2023, closing a stake of 116 shares — an estimated $10.9K sold.

TFO Wealth Partners first reported a position in WNC in Q4 2022 and held it in 1 quarter. The position peaked at $10.9K in Q4 2022. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2023.

TFO Wealth Partners reported no remaining Wabash National position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 116 Wabash National shares in Q1 2023, an estimated $10.9K.
TFO Wealth Partners first reported a position in Wabash National in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Wabash National position peaked at $10.9K in Q4 2022.
225 funds tracked by Wall St. Rank held Wabash National as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.