AF
DCFC

Allworth Financial’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

Allworth Financial’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
2024
Q1 		– Sell
-3
Closed -$111 – 3701
2023
Q4 		$111 Hold
3
– – ﹤0.01% 3344
2023
Q3 		$153 Hold
3
– – ﹤0.01% 3262
2023
Q2 		$549 Hold
3
– – ﹤0.01% 2885
2023
Q1 		$644 Hold
3
– – ﹤0.01% 2787
2022
Q4 		$845 Hold
3
– – ﹤0.01% 2523
2022
Q3 		$2K Hold
3
– – ﹤0.01% 2266
2022
Q2 		$3K Hold
3
– – ﹤0.01% 1957
2022
Q1 		$5K Buy
+3
New +$4.98K ﹤0.01% 1651

Other funds holding DCFC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial's DCFC Position: Q1 2024 in Review

Allworth Financial sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q1 2024, closing a stake of 3 shares — an estimated $111 sold.

Allworth Financial first reported a position in DCFC in Q1 2022 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 30 funds tracked by Wall St. Rank hold DCFC as of Q1 2024.

  • Allworth Financial reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 3 Tritium DCFC Limited Ordinary Shares shares in Q1 2024, an estimated $111.
  • Allworth Financial first reported a position in Tritium DCFC Limited Ordinary Shares in Q1 2022 and held it in 8 quarters.
  • Allworth Financial's Tritium DCFC Limited Ordinary Shares position peaked at $5K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.