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Tradition Wealth Management’s TFI International TFII Stock Holding History

Tradition Wealth Management’s Portfolio TFII Stock Details TFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32
Closed -$4K – 1364
2023
Q3 		$4K Hold
32
– – ﹤0.01% 1256
2023
Q2 		$4K Buy
+32
New +$3.51K ﹤0.01% 1293

Other funds holding TFII

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Tradition Wealth Management's TFII Position: Q4 2023 in Review

Tradition Wealth Management sold out of TFI International (TFII) in Q4 2023, closing a stake of 32 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in TFII in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 256 funds tracked by Wall St. Rank hold TFII as of Q4 2023.

  • Tradition Wealth Management reported no remaining TFI International position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 32 TFI International shares in Q4 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in TFI International in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's TFI International position peaked at $4K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held TFI International as of Q4 2023.

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