TA
NOTE

Tiedemann Advisors’s FiscalNote NOTE Stock Holding History

Tiedemann Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$198K Buy
7,917
+2,167
+38% +$74.1K 0.01% 262
2023
Q2 		$251K Buy
5,750
+1,250
+28% +$35.1K 0.01% 219
2023
Q1 		$120K Buy
4,500
+3,167
+238% +$129K 0.01% 236
2022
Q4 		$101K Sell
1,333
-207
-13% -$14K ﹤0.01% 231
2022
Q3 		$118K Buy
+1,540
New +$155K 0.01% 223

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tiedemann Advisors's NOTE Position: Q3 2023 in Review

Tiedemann Advisors increased its FiscalNote (NOTE) stake by 38% in Q3 2023, buying an estimated $74.1K and bringing the position to 7,917 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #262.

Tiedemann Advisors first reported a position in NOTE in Q3 2022 and has held it in 5 quarters since. The position peaked at $251K in Q2 2023. 69 funds tracked by Wall St. Rank hold NOTE as of Q3 2023.

  • Tiedemann Advisors held 7,917 shares of FiscalNote worth $198K as of Q3 2023.
  • Tiedemann Advisors bought 2,167 FiscalNote shares in Q3 2023, an estimated $74.1K.
  • FiscalNote made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #262 holding.
  • Tiedemann Advisors first reported a position in FiscalNote in Q3 2022 and has held it in 5 quarters since.
  • Tiedemann Advisors's FiscalNote position peaked at $251K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held FiscalNote as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.