AWM
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Avior Wealth Management’s TriNet TNET Stock Holding History

Avior Wealth Management’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-702
Closed -$63.7K – 2196
2024
Q4 		$63.7K Buy
702
+2
+0.3% +$185 ﹤0.01% 1069
2024
Q3 		$67.9K Hold
700
– – ﹤0.01% 1011
2024
Q2 		$70K Sell
700
-7
-1% -$780 ﹤0.01% 980
2024
Q1 		$93.7K Buy
+707
New +$85.8K ﹤0.01% 993

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Avior Wealth Management's TNET Position: Q1 2025 in Review

Avior Wealth Management sold out of TriNet (TNET) in Q1 2025, closing a stake of 702 shares — an estimated $63.7K sold.

Avior Wealth Management first reported a position in TNET in Q1 2024 and held it in 4 quarters. The position peaked at $93.7K in Q1 2024. 249 funds tracked by Wall St. Rank hold TNET as of Q1 2025.

  • Avior Wealth Management reported no remaining TriNet position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 702 TriNet shares in Q1 2025, an estimated $63.7K.
  • Avior Wealth Management first reported a position in TriNet in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's TriNet position peaked at $93.7K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held TriNet as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.