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WR Wealth Planners’s TKO Group TKO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$9.35K Sell
66
-155
-70% -$20.2K ﹤0.01% 604
2024
Q3 		$27.3K Buy
+221
New +$25.3K 0.01% 434

Other funds holding TKO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's TKO Position: Q4 2024 in Review

WR Wealth Planners reduced its TKO Group (TKO) stake by 70% in Q4 2024, selling an estimated $20.2K and leaving 66 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

WR Wealth Planners first reported a position in TKO in Q3 2024 and has held it in 2 quarters since. The position peaked at $27.3K in Q3 2024. 452 funds tracked by Wall St. Rank hold TKO as of Q4 2024.

  • WR Wealth Planners held 66 shares of TKO Group worth $9.35K as of Q4 2024.
  • WR Wealth Planners sold 155 TKO Group shares in Q4 2024, an estimated $20.2K.
  • TKO Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #604 holding.
  • WR Wealth Planners first reported a position in TKO Group in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's TKO Group position peaked at $27.3K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held TKO Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.