EverSource Wealth Advisors’s Tricon Residential Inc. TCN Stock Holding History

EverSource Wealth Advisors’s Portfolio TCN Stock Details TCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-608	Closed	-$4.5K	–	2766
2023 Q3	$4.5K	Sell	608 -1,036	-63%	-$8.93K	﹤0.01%	1739
2023 Q2	$14.5K	Buy	+1,644	New	+$13.4K	﹤0.01%	1283
2022 Q4	–	Sell	-5,726	Closed	-$50K	–	2453
2022 Q3	$50K	Sell	5,726 -1,352	-19%	-$14.3K	0.01%	638
2022 Q2	$72K	Buy	+7,078	New	+$90.9K	0.02%	490

Other funds holding TCN

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

EverSource Wealth Advisors's TCN Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Tricon Residential Inc. (TCN) in Q4 2023, closing a stake of 608 shares — an estimated $4.5K sold.

EverSource Wealth Advisors first reported a position in TCN in Q2 2022 and held it in 4 quarters. The position peaked at $72K in Q2 2022. 150 funds tracked by Wall St. Rank hold TCN as of Q4 2023.

EverSource Wealth Advisors reported no remaining Tricon Residential Inc. position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 608 Tricon Residential Inc. shares in Q4 2023, an estimated $4.5K.
EverSource Wealth Advisors first reported a position in Tricon Residential Inc. in Q2 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Tricon Residential Inc. position peaked at $72K in Q2 2022.
150 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.