B. Riley Wealth Advisors’s TriNet TNET Stock Holding History

B. Riley Wealth Advisors’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
2024 Q1	–	Sell	-2,596	Closed	-$309K	–	1518
2023 Q4	$309K	Buy	+2,596	New	+$297K	0.01%	1040

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

B. Riley Wealth Advisors's TNET Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of TriNet (TNET) in Q1 2024, closing a stake of 2,596 shares — an estimated $309K sold.

B. Riley Wealth Advisors first reported a position in TNET in Q4 2023 and held it in 1 quarter. The position peaked at $309K in Q4 2023. 285 funds tracked by Wall St. Rank hold TNET as of Q1 2024.

B. Riley Wealth Advisors reported no remaining TriNet position as of Q1 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,596 TriNet shares in Q1 2024, an estimated $309K.
B. Riley Wealth Advisors first reported a position in TriNet in Q4 2023 and held it in 1 quarter.
B. Riley Wealth Advisors's TriNet position peaked at $309K in Q4 2023.
285 funds tracked by Wall St. Rank held TriNet as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.