Focused Wealth Management’s TrueCar TRUE Stock Holding History

Focused Wealth Management’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
2020 Q3	–	Sell	-300	Closed	-$1K	–	870
2020 Q2	$1K	Buy	+300	New	+$770	﹤0.01%	731

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Focused Wealth Management's TRUE Position: Q3 2020 in Review

Focused Wealth Management sold out of TrueCar (TRUE) in Q3 2020, closing a stake of 300 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in TRUE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 108 funds tracked by Wall St. Rank hold TRUE as of Q3 2020.

Focused Wealth Management reported no remaining TrueCar position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 300 TrueCar shares in Q3 2020, an estimated $1K.
Focused Wealth Management first reported a position in TrueCar in Q2 2020 and held it in 1 quarter.
Focused Wealth Management's TrueCar position peaked at $1K in Q2 2020.
108 funds tracked by Wall St. Rank held TrueCar as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.