TFO Wealth Partners’s York Water YORW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4	Closed	-$154	–	931
2023 Q4	$154	Hold	4	–	–	﹤0.01%	714
2023 Q3	$165	Buy	+4	New	+$163	﹤0.01%	893

Other funds holding YORW

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

TFO Wealth Partners sold out of York Water (YORW) in Q1 2024, closing a stake of 4 shares — an estimated $154 sold.

TFO Wealth Partners first reported a position in YORW in Q3 2023 and held it in 2 quarters. The position peaked at $165 in Q3 2023. 136 funds tracked by Wall St. Rank hold YORW as of Q1 2024.

TFO Wealth Partners reported no remaining York Water position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 York Water shares in Q1 2024, an estimated $154.
TFO Wealth Partners first reported a position in York Water in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's York Water position peaked at $165 in Q3 2023.
136 funds tracked by Wall St. Rank held York Water as of Q1 2024.

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