AAM
DCFC

Advisors Asset Management’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

Advisors Asset Management’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$231 – 1464
2023
Q2 		$231 Hold
1
– – ﹤0.01% 1416
2023
Q1 		$271 Hold
1
– – ﹤0.01% 1445
2022
Q4 		$356 Hold
1
– – ﹤0.01% 1479
2022
Q3 		$1K Hold
1
– – ﹤0.01% 1460
2022
Q2 		$1K Buy
+1
New +$1.65K ﹤0.01% 1488

Other funds holding DCFC

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return

Advisors Asset Management's DCFC Position: Q3 2023 in Review

Advisors Asset Management sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q3 2023, closing a stake of 1 share — an estimated $231 sold.

Advisors Asset Management first reported a position in DCFC in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 41 funds tracked by Wall St. Rank hold DCFC as of Q3 2023.

  • Advisors Asset Management reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 1 Tritium DCFC Limited Ordinary Shares share in Q3 2023, an estimated $231.
  • Advisors Asset Management first reported a position in Tritium DCFC Limited Ordinary Shares in Q2 2022 and held it in 5 quarters.
  • Advisors Asset Management's Tritium DCFC Limited Ordinary Shares position peaked at $1K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.