Western Wealth Management’s Toro Company TTC Stock Holding History

Western Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,585	Closed	-$287K	–	673
2023 Q1	$287K	Hold	2,585	–	–	0.03%	505
2022 Q4	$293K	Buy	+2,585	New	+$274K	0.03%	471
2020 Q3	–	Sell	-3,500	Closed	-$232K	–	476
2020 Q2	$232K	Hold	3,500	–	–	0.04%	365
2020 Q1	$228K	Sell	3,500 -200	-5%	-$15.2K	0.05%	318
2019 Q4	$295K	Buy	3,700 +200	+6%	+$15.3K	0.04%	313
2019 Q3	$257K	Hold	3,500	–	–	0.05%	325
2019 Q2	$234K	Hold	3,500	–	–	0.03%	354
2019 Q1	$241K	Buy	+3,500	New	+$222K	0.05%	329

Other funds holding TTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Western Wealth Management's TTC Position: Q2 2023 in Review

Western Wealth Management sold out of Toro Company (TTC) in Q2 2023, closing a stake of 2,585 shares — an estimated $287K sold.

Western Wealth Management first reported a position in TTC in Q1 2019 and held it in 8 quarters. The position peaked at $295K in Q4 2019. 498 funds tracked by Wall St. Rank hold TTC as of Q2 2023.

Western Wealth Management reported no remaining Toro Company position as of Q2 2023 after selling out during the quarter.
Western Wealth Management sold 2,585 Toro Company shares in Q2 2023, an estimated $287K.
Western Wealth Management first reported a position in Toro Company in Q1 2019 and held it in 8 quarters.
Western Wealth Management's Toro Company position peaked at $295K in Q4 2019.
498 funds tracked by Wall St. Rank held Toro Company as of Q2 2023.

Based on Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.