AWM
TRUE

Activest Wealth Management’s TrueCar TRUE Stock Holding History

Activest Wealth Management’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-750
Closed -$1.88K – 541
2022
Q4 		$1.88K Hold
750
– – ﹤0.01% 405
2022
Q3 		$1K Buy
+750
New +$1.71K ﹤0.01% 421

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Activest Wealth Management's TRUE Position: Q1 2023 in Review

Activest Wealth Management sold out of TrueCar (TRUE) in Q1 2023, closing a stake of 750 shares — an estimated $1.88K sold.

Activest Wealth Management first reported a position in TRUE in Q3 2022 and held it in 2 quarters. The position peaked at $1.88K in Q4 2022. 114 funds tracked by Wall St. Rank hold TRUE as of Q1 2023.

  • Activest Wealth Management reported no remaining TrueCar position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 750 TrueCar shares in Q1 2023, an estimated $1.88K.
  • Activest Wealth Management first reported a position in TrueCar in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's TrueCar position peaked at $1.88K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held TrueCar as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.