Commonwealth Equity Services’s TriNet TNET Stock Holding History

Commonwealth Equity Services’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
2024 Q3	–	Sell	-9,000	Closed	-$900K	–	4185
2024 Q2	$900K	Sell	9,000 -500	-5%	-$55.7K	﹤0.01%	2365
2024 Q1	$1.26M	Sell	9,500 -1,500	-14%	-$182K	﹤0.01%	2089
2023 Q4	$1.31M	Hold	11,000	–	–	﹤0.01%	1986
2023 Q3	$1.28M	Hold	11,000	–	–	﹤0.01%	1903
2023 Q2	$1.04M	Sell	11,000 -1,500	-12%	-$136K	﹤0.01%	2052
2023 Q1	$1.01K	Sell	12,500 -1,500	-11%	-$117K	﹤0.01%	2035
2022 Q4	$949K	Hold	14,000	–	–	﹤0.01%	2000
2022 Q3	$997K	Hold	14,000	–	–	﹤0.01%	1890
2022 Q2	$1.09M	Hold	14,000	–	–	﹤0.01%	1824
2022 Q1	$1.38M	Hold	14,000	–	–	﹤0.01%	1753
2021 Q4	$1.33M	Sell	14,000 -1,597	-10%	-$159K	﹤0.01%	1784
2021 Q3	$1.48M	Sell	15,597 -1,023	-6%	-$87.6K	﹤0.01%	1636
2021 Q2	$1.2M	Buy	16,620 +23	+0.1%	+$1.78K	﹤0.01%	1781
2021 Q1	$1.29M	Hold	16,597	–	–	﹤0.01%	1616
2020 Q4	$1.34M	Sell	16,597 -2,903	-15%	-$215K	﹤0.01%	1473
2020 Q3	$1.16M	Sell	19,500 -502	-3%	-$32.2K	﹤0.01%	1416
2020 Q2	$1.22M	Buy	20,002 +2	+0%	+$100	﹤0.01%	1298
2020 Q1	$753K	Sell	20,000 -282	-1%	-$14.7K	﹤0.01%	1425
2019 Q4	$1.15M	Buy	20,282 +282	+1%	+$15.7K	﹤0.01%	1334
2019 Q3	$1.24M	Buy	+20,000	New	+$1.36M	0.01%	1234

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's TNET Position: Q3 2024 in Review

Commonwealth Equity Services sold out of TriNet (TNET) in Q3 2024, closing a stake of 9,000 shares — an estimated $900K sold.

Commonwealth Equity Services first reported a position in TNET in Q3 2019 and held it in 20 quarters. The position peaked at $1.48M in Q3 2021. 266 funds tracked by Wall St. Rank hold TNET as of Q3 2024.

Commonwealth Equity Services reported no remaining TriNet position as of Q3 2024 after selling out during the quarter.
Commonwealth Equity Services sold 9,000 TriNet shares in Q3 2024, an estimated $900K.
Commonwealth Equity Services first reported a position in TriNet in Q3 2019 and held it in 20 quarters.
Commonwealth Equity Services's TriNet position peaked at $1.48M in Q3 2021.
266 funds tracked by Wall St. Rank held TriNet as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.