Carson Wealth (CWM LLC)’s Triton International Limited TRTN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TRTN Stock Details TRTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,859	Closed	-$654K	–	4639
2023 Q2	$654K	Buy	7,859 +2,522	+47%	+$204K	﹤0.01%	855
2023 Q1	$337K	Buy	5,337 +4,602	+626%	+$312K	﹤0.01%	1017
2022 Q4	$51K	Buy	735 +125	+20%	+$7.91K	﹤0.01%	1727
2022 Q3	$33K	Hold	610	–	–	﹤0.01%	1901
2022 Q2	$32K	Hold	610	–	–	﹤0.01%	1857
2022 Q1	$43K	Hold	610	–	–	﹤0.01%	1673
2021 Q4	$37K	Buy	+610	New	+$35.5K	﹤0.01%	1704
2021 Q2	$12K	Hold	235	–	–	﹤0.01%	2037
2021 Q1	$12K	Hold	235	–	–	﹤0.01%	2037
2020 Q4	$12K	Hold	235	–	–	﹤0.01%	2037
2020 Q3	$12K	Hold	235	–	–	﹤0.01%	2036
2020 Q2	$12K	Hold	235	–	–	﹤0.01%	2036
2020 Q1	$12K	Hold	235	–	–	﹤0.01%	2036
2019 Q4	$12K	Hold	235	–	–	﹤0.01%	2036
2019 Q3	$12K	Hold	235	–	–	﹤0.01%	2036
2019 Q2	$12K	Hold	235	–	–	﹤0.01%	2036
2019 Q1	$12K	Buy	+235	New	+$7.82K	﹤0.01%	2035
2018 Q4	–	Sell	-30	Closed	-$1K	–	2290
2018 Q3	$1K	Buy	+30	New	+$1.06K	﹤0.01%	1783

Other funds holding TRTN

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TRTN Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 7,859 shares — an estimated $654K sold.

Carson Wealth (CWM LLC) first reported a position in TRTN in Q3 2018 and held it in 18 quarters. The position peaked at $654K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 7,859 Triton International Limited shares in Q3 2023, an estimated $654K.
Carson Wealth (CWM LLC) first reported a position in Triton International Limited in Q3 2018 and held it in 18 quarters.
Carson Wealth (CWM LLC)'s Triton International Limited position peaked at $654K in Q2 2023.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.