TWM
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Tradition Wealth Management’s TOMI Environmental Solutions TOMZ Stock Holding History

Tradition Wealth Management’s Portfolio TOMZ Stock Details TOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-58
Closed -$1K – 1018
2020
Q4 		$1K Buy
+58
New +$1.09K ﹤0.01% 1013

Other funds holding TOMZ

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Vanguard Group
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SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $262M AUM 80.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's TOMZ Position: Q1 2021 in Review

Tradition Wealth Management sold out of TOMI Environmental Solutions (TOMZ) in Q1 2021, closing a stake of 58 shares — an estimated $1K sold.

Tradition Wealth Management first reported a position in TOMZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 22 funds tracked by Wall St. Rank hold TOMZ as of Q1 2021.

  • Tradition Wealth Management reported no remaining TOMI Environmental Solutions position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 58 TOMI Environmental Solutions shares in Q1 2021, an estimated $1K.
  • Tradition Wealth Management first reported a position in TOMI Environmental Solutions in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's TOMI Environmental Solutions position peaked at $1K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held TOMI Environmental Solutions as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.