BIA
TCN

Bell Investment Advisors’s Tricon Residential Inc. TCN Stock Holding History

Bell Investment Advisors’s Portfolio TCN Stock Details TCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-202
Closed -$1.56K – 1999
2022
Q4 		$1.56K Buy
202
+60
+42% +$501 ﹤0.01% 1416
2022
Q3 		$1K Sell
142
-48
-25% -$507 ﹤0.01% 1662
2022
Q2 		$2K Buy
+190
New +$2.44K ﹤0.01% 1275
2021
Q4 		$2K Buy
+157
New +$2.23K ﹤0.01% 1276

Other funds holding TCN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Bell Investment Advisors's TCN Position: Q1 2023 in Review

Bell Investment Advisors sold out of Tricon Residential Inc. (TCN) in Q1 2023, closing a stake of 202 shares — an estimated $1.56K sold.

Bell Investment Advisors first reported a position in TCN in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 137 funds tracked by Wall St. Rank hold TCN as of Q1 2023.

  • Bell Investment Advisors reported no remaining Tricon Residential Inc. position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 202 Tricon Residential Inc. shares in Q1 2023, an estimated $1.56K.
  • Bell Investment Advisors first reported a position in Tricon Residential Inc. in Q4 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Tricon Residential Inc. position peaked at $2K in Q2 2022.
  • 137 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.