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TFO Wealth Partners’s Yeti Holdings YETI Stock Holding History

TFO Wealth Partners’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$725 – 930
2023
Q4 		$725 Hold
14
– – ﹤0.01% 253
2023
Q3 		$544 Buy
+14
New +$623 ﹤0.01% 437

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's YETI Position: Q1 2024 in Review

TFO Wealth Partners sold out of Yeti Holdings (YETI) in Q1 2024, closing a stake of 14 shares — an estimated $725 sold.

TFO Wealth Partners first reported a position in YETI in Q3 2023 and held it in 2 quarters. The position peaked at $725 in Q4 2023. 359 funds tracked by Wall St. Rank hold YETI as of Q1 2024.

  • TFO Wealth Partners reported no remaining Yeti Holdings position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Yeti Holdings shares in Q1 2024, an estimated $725.
  • TFO Wealth Partners first reported a position in Yeti Holdings in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Yeti Holdings position peaked at $725 in Q4 2023.
  • 359 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.