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Cedar Mountain Advisors’s Trinity Capital TRIN Stock Holding History

Cedar Mountain Advisors’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$16.3K – 388
2024
Q3 		$16.3K Hold
1,200
– – ﹤0.01% 168
2024
Q2 		$17K Hold
1,200
– – ﹤0.01% 147
2024
Q1 		$17.6K Hold
1,200
– – ﹤0.01% 147
2023
Q4 		$17.4K Hold
1,200
– – ﹤0.01% 143
2023
Q3 		$16.7K Buy
+1,200
New +$17.4K ﹤0.01% 129

Other funds holding TRIN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cedar Mountain Advisors's TRIN Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Trinity Capital (TRIN) in Q4 2024, closing a stake of 1,200 shares — an estimated $16.3K sold.

Cedar Mountain Advisors first reported a position in TRIN in Q3 2023 and held it in 5 quarters. The position peaked at $17.6K in Q1 2024. 115 funds tracked by Wall St. Rank hold TRIN as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Trinity Capital position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 1,200 Trinity Capital shares in Q4 2024, an estimated $16.3K.
  • Cedar Mountain Advisors first reported a position in Trinity Capital in Q3 2023 and held it in 5 quarters.
  • Cedar Mountain Advisors's Trinity Capital position peaked at $17.6K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Trinity Capital as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.