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Tobias Financial Advisors’s Travel + Leisure Co TNL Stock Holding History

Tobias Financial Advisors’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-69
Closed -$3K – 263
2019
Q4 		$3K Buy
+69
New +$3.3K ﹤0.01% 244

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LSV Asset Management
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Ninety One (UK)
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tobias Financial Advisors's TNL Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Travel + Leisure Co (TNL) in Q1 2020, closing a stake of 69 shares — an estimated $3K sold.

Tobias Financial Advisors first reported a position in TNL in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 347 funds tracked by Wall St. Rank hold TNL as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Travel + Leisure Co position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 69 Travel + Leisure Co shares in Q1 2020, an estimated $3K.
  • Tobias Financial Advisors first reported a position in Travel + Leisure Co in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Travel + Leisure Co position peaked at $3K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.