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WealthSource Partners’s TKO Group TKO Stock Holding History

WealthSource Partners’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$327K Sell
4,008
-569
-12% -$45.2K 0.02% 400
2023
Q3 		$385K Buy
+4,577
New +$425K 0.03% 363

Other funds holding TKO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthSource Partners's TKO Position: Q4 2023 in Review

WealthSource Partners reduced its TKO Group (TKO) stake by 12% in Q4 2023, selling an estimated $45.2K and leaving 4,008 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #400.

WealthSource Partners first reported a position in TKO in Q3 2023 and has held it in 2 quarters since. The position peaked at $385K in Q3 2023. 313 funds tracked by Wall St. Rank hold TKO as of Q4 2023.

  • WealthSource Partners held 4,008 shares of TKO Group worth $327K as of Q4 2023.
  • WealthSource Partners sold 569 TKO Group shares in Q4 2023, an estimated $45.2K.
  • TKO Group made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #400 holding.
  • WealthSource Partners first reported a position in TKO Group in Q3 2023 and has held it in 2 quarters since.
  • WealthSource Partners's TKO Group position peaked at $385K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held TKO Group as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.