BWL
TCN

Bogart Wealth LLC’s Tricon Residential Inc. TCN Stock Holding History

Bogart Wealth LLC’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
2022
Q3 		– Sell
-1,000
Closed -$10K – 1175
2022
Q2 		$10K Hold
1,000
– – ﹤0.01% 548
2022
Q1 		$16K Buy
+1,000
New +$15.2K ﹤0.01% 424

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Royal Bank of Canada
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bogart Wealth LLC's TCN Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Tricon Residential Inc. (TCN) in Q3 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Bogart Wealth LLC first reported a position in TCN in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 134 funds tracked by Wall St. Rank hold TCN as of Q3 2022.

  • Bogart Wealth LLC reported no remaining Tricon Residential Inc. position as of Q3 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,000 Tricon Residential Inc. shares in Q3 2022, an estimated $10K.
  • Bogart Wealth LLC first reported a position in Tricon Residential Inc. in Q1 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's Tricon Residential Inc. position peaked at $16K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.