TFA
FPI

Toth Financial Advisory’s Farmland Partners FPI Stock Holding History

Toth Financial Advisory’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-110
Closed -$1.37K – 741
2023
Q4 		$1.37K Sell
110
-410
-79% -$4.75K ﹤0.01% 666
2023
Q3 		$5.34K Hold
520
– – ﹤0.01% 516
2023
Q2 		$6.35K Hold
520
– – ﹤0.01% 524
2023
Q1 		$5.56K Hold
520
– – ﹤0.01% 534
2022
Q4 		$6.48K Buy
520
+15
+3% +$198 ﹤0.01% 478
2022
Q3 		$6K Buy
505
+170
+51% +$2.42K ﹤0.01% 532
2022
Q2 		$5K Buy
335
+25
+8% +$364 ﹤0.01% 505
2022
Q1 		$4K Buy
+310
New +$3.76K ﹤0.01% 562

Other funds holding FPI

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Toth Financial Advisory's FPI Position: Q1 2024 in Review

Toth Financial Advisory sold out of Farmland Partners (FPI) in Q1 2024, closing a stake of 110 shares — an estimated $1.37K sold.

Toth Financial Advisory first reported a position in FPI in Q1 2022 and held it in 8 quarters. The position peaked at $6.48K in Q4 2022. 181 funds tracked by Wall St. Rank hold FPI as of Q1 2024.

  • Toth Financial Advisory reported no remaining Farmland Partners position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 110 Farmland Partners shares in Q1 2024, an estimated $1.37K.
  • Toth Financial Advisory first reported a position in Farmland Partners in Q1 2022 and held it in 8 quarters.
  • Toth Financial Advisory's Farmland Partners position peaked at $6.48K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.