Empirical Wealth Management’s Terreno Realty TRNO Stock Holding History

Empirical Wealth Management’s Portfolio TRNO Stock Details TRNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,026	Closed	-$325K	–	509
2023 Q1	$325K	Hold	5,026	–	–	0.01%	382
2022 Q4	$286K	Buy	+5,026	New	+$282K	0.01%	388
2022 Q2	–	Sell	-3,026	Closed	-$224K	–	529
2022 Q1	$224K	Hold	3,026	–	–	0.01%	455
2021 Q4	$258K	Buy	+3,026	New	+$228K	0.01%	445

Other funds holding TRNO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empirical Wealth Management's TRNO Position: Q2 2023 in Review

Empirical Wealth Management sold out of Terreno Realty (TRNO) in Q2 2023, closing a stake of 5,026 shares — an estimated $325K sold.

Empirical Wealth Management first reported a position in TRNO in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q1 2023. 291 funds tracked by Wall St. Rank hold TRNO as of Q2 2023.

Empirical Wealth Management reported no remaining Terreno Realty position as of Q2 2023 after selling out during the quarter.
Empirical Wealth Management sold 5,026 Terreno Realty shares in Q2 2023, an estimated $325K.
Empirical Wealth Management first reported a position in Terreno Realty in Q4 2021 and held it in 4 quarters.
Empirical Wealth Management's Terreno Realty position peaked at $325K in Q1 2023.
291 funds tracked by Wall St. Rank held Terreno Realty as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.