TWP
WPS

TFO Wealth Partners’s iShares International Developed Property ETF WPS Stock Holding History

TFO Wealth Partners’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,558
Closed -$259K – 196
2020
Q2 		$259K Sell
8,558
-4,009
-32% -$119K 0.1% 26
2020
Q1 		$349K Sell
12,567
-1,301
-9% -$46.6K 0.15% 26
2019
Q4 		$537K Buy
+13,868
New +$543K 0.49% 17

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFO Wealth Partners's WPS Position: Q3 2020 in Review

TFO Wealth Partners sold out of iShares International Developed Property ETF (WPS) in Q3 2020, closing a stake of 8,558 shares — an estimated $259K sold.

TFO Wealth Partners first reported a position in WPS in Q4 2019 and held it in 3 quarters. The position peaked at $537K in Q4 2019. 38 funds tracked by Wall St. Rank hold WPS as of Q3 2020.

  • TFO Wealth Partners reported no remaining iShares International Developed Property ETF position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 8,558 iShares International Developed Property ETF shares in Q3 2020, an estimated $259K.
  • TFO Wealth Partners first reported a position in iShares International Developed Property ETF in Q4 2019 and held it in 3 quarters.
  • TFO Wealth Partners's iShares International Developed Property ETF position peaked at $537K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.