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West Financial Advisors’s TFI International TFII Stock Holding History

West Financial Advisors’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
-2,099
Closed -$21.3K – 202
2023
Q3 		$21.3K Buy
2,099
+165
+9% +$20.9K 0.01% 109
2023
Q2 		$20K Buy
1,934
+150
+8% +$16.5K ﹤0.01% 109
2023
Q1 		$18.6K Buy
1,784
+127
+8% +$14.8K ﹤0.01% 104
2022
Q4 		$16.7K Buy
+1,657
New +$165K ﹤0.01% 106

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

West Financial Advisors's TFII Position: Q4 2023 in Review

West Financial Advisors sold out of TFI International (TFII) in Q4 2023, closing a stake of 2,099 shares — an estimated $21.3K sold.

West Financial Advisors first reported a position in TFII in Q4 2022 and held it in 4 quarters. The position peaked at $21.3K in Q3 2023. 256 funds tracked by Wall St. Rank hold TFII as of Q4 2023.

  • West Financial Advisors reported no remaining TFI International position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 2,099 TFI International shares in Q4 2023, an estimated $21.3K.
  • West Financial Advisors first reported a position in TFI International in Q4 2022 and held it in 4 quarters.
  • West Financial Advisors's TFI International position peaked at $21.3K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held TFI International as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.