Corient Private Wealth
TRUE

Corient Private Wealth’s TrueCar TRUE Stock Holding History

Corient Private Wealth’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,433
Closed -$23.6K – 2235
2023
Q2 		$23.6K Buy
+10,433
New +$24.9K ﹤0.01% 2046

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's TRUE Position: Q3 2023 in Review

Corient Private Wealth sold out of TrueCar (TRUE) in Q3 2023, closing a stake of 10,433 shares — an estimated $23.6K sold.

Corient Private Wealth first reported a position in TRUE in Q2 2023 and held it in 1 quarter. The position peaked at $23.6K in Q2 2023. 101 funds tracked by Wall St. Rank hold TRUE as of Q3 2023.

  • Corient Private Wealth reported no remaining TrueCar position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 10,433 TrueCar shares in Q3 2023, an estimated $23.6K.
  • Corient Private Wealth first reported a position in TrueCar in Q2 2023 and held it in 1 quarter.
  • Corient Private Wealth's TrueCar position peaked at $23.6K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held TrueCar as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.