BFG
TRUE

Bleakley Financial Group’s TrueCar TRUE Stock Holding History

Bleakley Financial Group’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,302
Closed -$49.5K – 1029
2023
Q4 		$49.5K Sell
14,302
-1,072
-7% -$2.72K ﹤0.01% 924
2023
Q3 		$31.8K Sell
15,374
-752
-5% -$1.73K ﹤0.01% 863
2023
Q2 		$36.4K Sell
16,126
-2,481
-13% -$5.91K ﹤0.01% 907
2023
Q1 		$42.8K Hold
18,607
– – ﹤0.01% 880
2022
Q4 		$46.7K Buy
+18,607
New +$38.7K ﹤0.01% 843

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bleakley Financial Group's TRUE Position: Q1 2024 in Review

Bleakley Financial Group sold out of TrueCar (TRUE) in Q1 2024, closing a stake of 14,302 shares — an estimated $49.5K sold.

Bleakley Financial Group first reported a position in TRUE in Q4 2022 and held it in 5 quarters. The position peaked at $49.5K in Q4 2023. 98 funds tracked by Wall St. Rank hold TRUE as of Q1 2024.

  • Bleakley Financial Group reported no remaining TrueCar position as of Q1 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 14,302 TrueCar shares in Q1 2024, an estimated $49.5K.
  • Bleakley Financial Group first reported a position in TrueCar in Q4 2022 and held it in 5 quarters.
  • Bleakley Financial Group's TrueCar position peaked at $49.5K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held TrueCar as of Q1 2024.

Based on Bleakley Financial Group's 13F filing for Q1 2024, filed 8 May 2024.