AE Wealth Management’s Triton International Limited TRTN Stock Holding History

AE Wealth Management’s Portfolio TRTN Stock Details TRTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,757	Closed	-$396K	–	2104
2023 Q2	$396K	Sell	4,757 -2,640	-36%	-$214K	﹤0.01%	1498
2023 Q1	$468K	Sell	7,397 -2,324	-24%	-$158K	﹤0.01%	1375
2022 Q4	$669K	Sell	9,721 -3,654	-27%	-$231K	﹤0.01%	1161
2022 Q3	$732K	Buy	13,375 +4,689	+54%	+$281K	0.01%	1071
2022 Q2	$457K	Sell	8,686 -271	-3%	-$16.4K	﹤0.01%	1245
2022 Q1	$629K	Sell	8,957 -5,269	-37%	-$341K	﹤0.01%	1115
2021 Q4	$857K	Buy	14,226 +68	+0.5%	+$3.96K	0.01%	994
2021 Q3	$737K	Sell	14,158 -3,074	-18%	-$160K	0.01%	981
2021 Q2	$902K	Buy	+17,232	New	+$913K	0.01%	880

Other funds holding TRTN

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AE Wealth Management's TRTN Position: Q3 2023 in Review

AE Wealth Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 4,757 shares — an estimated $396K sold.

AE Wealth Management first reported a position in TRTN in Q2 2021 and held it in 9 quarters. The position peaked at $902K in Q2 2021. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

AE Wealth Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 4,757 Triton International Limited shares in Q3 2023, an estimated $396K.
AE Wealth Management first reported a position in Triton International Limited in Q2 2021 and held it in 9 quarters.
AE Wealth Management's Triton International Limited position peaked at $902K in Q2 2021.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.