Zimmermann Investment Management & Planning’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio TCAF Stock Details TCAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-81,488	Closed	-$2.71M	–	120
2024 Q3	$2.71M	Buy	81,488 +15,445	+23%	+$495K	0.83%	33
2024 Q2	$2.07M	Buy	66,043 +6,528	+11%	+$198K	0.69%	39
2024 Q1	$1.8M	Buy	59,515 +29,559	+99%	+$852K	0.65%	48
2023 Q4	$828K	Buy	+29,956	New	+$776K	0.34%	54

Other funds holding TCAF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zimmermann Investment Management & Planning's TCAF Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q4 2024, closing a stake of 81,488 shares — an estimated $2.71M sold.

Zimmermann Investment Management & Planning first reported a position in TCAF in Q4 2023 and held it in 4 quarters. The position peaked at $2.71M in Q3 2024. 248 funds tracked by Wall St. Rank hold TCAF as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 81,488 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2024, an estimated $2.71M.
Zimmermann Investment Management & Planning first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and held it in 4 quarters.
Zimmermann Investment Management & Planning's T. Rowe Price Capital Appreciation Equity ETF position peaked at $2.71M in Q3 2024.
248 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.