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Tradition Wealth Management’s Timken Company TKR Stock Holding History

Tradition Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-87
Closed -$7K – 1109
2023
Q4 		$7K Hold
87
– – ﹤0.01% 1086
2023
Q3 		$6K Hold
87
– – ﹤0.01% 1144
2023
Q2 		$8K Hold
87
– – ﹤0.01% 1103
2023
Q1 		$7K Buy
+87
New +$7.04K ﹤0.01% 1093

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Tradition Wealth Management's TKR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Timken Company (TKR) in Q1 2024, closing a stake of 87 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in TKR in Q1 2023 and held it in 4 quarters. The position peaked at $8K in Q2 2023. 443 funds tracked by Wall St. Rank hold TKR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Timken Company position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 87 Timken Company shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Timken Company in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Timken Company position peaked at $8K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held Timken Company as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.