CM Wealth Advisors’s TriNet TNET Stock Holding History

CM Wealth Advisors’s Portfolio TNET Stock Details TNET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,612	Closed	-$460K	–	407
2023 Q1	$460K	Buy	+5,612	New	+$439K	0.09%	269

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CM Wealth Advisors's TNET Position: Q2 2023 in Review

CM Wealth Advisors sold out of TriNet (TNET) in Q2 2023, closing a stake of 5,612 shares — an estimated $460K sold.

CM Wealth Advisors first reported a position in TNET in Q1 2023 and held it in 1 quarter. The position peaked at $460K in Q1 2023. 246 funds tracked by Wall St. Rank hold TNET as of Q2 2023.

CM Wealth Advisors reported no remaining TriNet position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,612 TriNet shares in Q2 2023, an estimated $460K.
CM Wealth Advisors first reported a position in TriNet in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's TriNet position peaked at $460K in Q1 2023.
246 funds tracked by Wall St. Rank held TriNet as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.