TFO Wealth Partners’s Olympic Steel ZEUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8	Closed	-$392	–	1108
2023 Q3	$392	Buy	+8	New	+$413	﹤0.01%	538

Other funds holding ZEUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

TFO Wealth Partners's ZEUS Position: Q4 2023 in Review

TFO Wealth Partners sold out of Olympic Steel (ZEUS) in Q4 2023, closing a stake of 8 shares — an estimated $392 sold.

TFO Wealth Partners first reported a position in ZEUS in Q3 2023 and held it in 1 quarter. The position peaked at $392 in Q3 2023. 156 funds tracked by Wall St. Rank hold ZEUS as of Q4 2023.

TFO Wealth Partners reported no remaining Olympic Steel position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 8 Olympic Steel shares in Q4 2023, an estimated $392.
TFO Wealth Partners first reported a position in Olympic Steel in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Olympic Steel position peaked at $392 in Q3 2023.
156 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.