Financial Gravity Asset Management’s TriNet TNET Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-3	Closed	-$355	–	2351
2024 Q1	$355	Buy	+3	New	+$364	﹤0.01%	1474
2023 Q3	–	Sell	-95	Closed	-$230	–	1742
2023 Q2	$230	Buy	95 +14	+17%	+$1.27K	﹤0.01%	1157
2023 Q1	$1	Buy	81 +13	+19%	+$1.02K	﹤0.01%	1086
2022 Q4	$169	Buy	+68	New	+$4.69K	﹤0.01%	1013
2022 Q2	–	Sell	-98	Closed	-$3	–	842
2022 Q1	$3	Buy	98 +3	+3%	+$265	﹤0.01%	850
2021 Q4	$3	Buy	+95	New	+$9.48K	﹤0.01%	920
2021 Q3	–	Hold	0	–	–	–	370
2021 Q2	–	Hold	0	–	–	–	452
2021 Q1	–	Hold	0	–	–	–	596
2020 Q2	–	Sell	-13	Closed	-$486	–	823
2020 Q1	$486	Buy	13 +8	+160%	+$417	﹤0.01%	562
2019 Q4	$57K	Hold	5	–	–	0.04%	571
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1549
2019 Q2	$0	Sell	5 -1	-17%	-$64	﹤0.01%	1658
2019 Q1	$0	Buy	+6	New	+$316	﹤0.01%	1542
2018 Q3	$1K	Sell	28 -9	-24%	-$506	﹤0.01%	1254
2018 Q2	$2K	Sell	37 -28	-43%	-$1.47K	﹤0.01%	1031
2018 Q1	$3K	Buy	+65	New	+$2.87K	﹤0.01%	881

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Financial Gravity Asset Management's TNET Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of TriNet (TNET) in Q2 2024, closing a stake of 3 shares — an estimated $355 sold.

Financial Gravity Asset Management first reported a position in TNET in Q1 2018 and held it in 14 quarters. The position peaked at $57K in Q4 2019. 268 funds tracked by Wall St. Rank hold TNET as of Q2 2024.

Financial Gravity Asset Management reported no remaining TriNet position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 TriNet shares in Q2 2024, an estimated $355.
Financial Gravity Asset Management first reported a position in TriNet in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's TriNet position peaked at $57K in Q4 2019.
268 funds tracked by Wall St. Rank held TriNet as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.