GWM
TRUE

Greenwich Wealth Management’s TrueCar TRUE Stock Holding History

Greenwich 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
2023
Q4 		– Sell
-50,000
Closed -$104K – 240
2023
Q3 		$104K Hold
50,000
– – 0.01% 217
2023
Q2 		$113K Hold
50,000
– – 0.01% 221
2023
Q1 		$115K Sell
50,000
-178,407
-78% -$476K 0.01% 220
2022
Q4 		$573K Buy
228,407
+205,288
+888% +$427K 0.06% 150
2022
Q3 		$35K Buy
23,119
+4,423
+24% +$10.1K ﹤0.01% 231
2022
Q2 		$48K Sell
18,696
-5,812
-24% -$19.3K 0.01% 229
2022
Q1 		$97K Sell
24,508
-18,941
-44% -$66.9K 0.01% 233
2021
Q4 		$148K Sell
43,449
-3,268
-7% -$12.4K 0.01% 237
2021
Q3 		$194K Buy
+46,717
New +$217K 0.02% 231
2020
Q3 		– Sell
-16,100
Closed -$42K – 194
2020
Q2 		$42K Sell
16,100
-100
-0.6% -$257 0.01% 186
2020
Q1 		$39K Hold
16,200
– – 0.01% 180
2019
Q4 		$77K Buy
+16,200
New +$67.6K 0.02% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenwich Wealth Management's TRUE Position: Q4 2023 in Review

Greenwich Wealth Management sold out of TrueCar (TRUE) in Q4 2023, closing a stake of 50,000 shares — an estimated $104K sold.

Greenwich Wealth Management first reported a position in TRUE in Q4 2019 and held it in 12 quarters. The position peaked at $573K in Q4 2022. 95 funds tracked by Wall St. Rank hold TRUE as of Q4 2023.

  • Greenwich Wealth Management reported no remaining TrueCar position as of Q4 2023 after selling out during the quarter.
  • Greenwich Wealth Management sold 50,000 TrueCar shares in Q4 2023, an estimated $104K.
  • Greenwich Wealth Management first reported a position in TrueCar in Q4 2019 and held it in 12 quarters.
  • Greenwich Wealth Management's TrueCar position peaked at $573K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held TrueCar as of Q4 2023.

Based on Greenwich Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.