WA
TONX

Waverly Advisors’s TON Strategy Co TONX Stock Holding History

Waverly Advisors’s Portfolio TONX Stock Details TONX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$1.91K – 1019
2024
Q3 		$1.91K Hold
200
– – ﹤0.01% 805
2024
Q2 		$4.96K Hold
200
– – ﹤0.01% 803
2024
Q1 		$10.6K Buy
+200
New +$7.11K ﹤0.01% 690

Other funds holding TONX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Waverly Advisors's TONX Position: Q4 2024 in Review

Waverly Advisors sold out of TON Strategy Co (TONX) in Q4 2024, closing a stake of 200 shares — an estimated $1.91K sold.

Waverly Advisors first reported a position in TONX in Q1 2024 and held it in 3 quarters. The position peaked at $10.6K in Q1 2024. 8 funds tracked by Wall St. Rank hold TONX as of Q4 2024.

  • Waverly Advisors reported no remaining TON Strategy Co position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 200 TON Strategy Co shares in Q4 2024, an estimated $1.91K.
  • Waverly Advisors first reported a position in TON Strategy Co in Q1 2024 and held it in 3 quarters.
  • Waverly Advisors's TON Strategy Co position peaked at $10.6K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held TON Strategy Co as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.