Heritage Wealth Advisors’s Triton International Limited TRTN Stock Holding History

Heritage Wealth Advisors’s Portfolio TRTN Stock Details TRTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$33.3K	–	575
2023 Q2	$33.3K	Hold	400	–	–	﹤0.01%	364
2023 Q1	$25.3K	Hold	400	–	–	﹤0.01%	385
2022 Q4	$27.5K	Hold	400	–	–	﹤0.01%	383
2022 Q3	$21.9K	Hold	400	–	–	﹤0.01%	373
2022 Q2	$21K	Hold	400	–	–	﹤0.01%	421
2022 Q1	$28K	Hold	400	–	–	﹤0.01%	368
2021 Q4	$24K	Hold	400	–	–	﹤0.01%	395
2021 Q3	$20.8K	Hold	400	–	–	﹤0.01%	402
2021 Q2	$20.9K	Hold	400	–	–	﹤0.01%	412
2021 Q1	$22K	Buy	400 +200	+100%	+$10.7K	﹤0.01%	415
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	457
2020 Q3	$8.13K	Hold	200	–	–	﹤0.01%	403
2020 Q2	$6.05K	Hold	200	–	–	﹤0.01%	399
2020 Q1	$5.17K	Hold	200	–	–	﹤0.01%	398
2019 Q4	$8.04K	Hold	200	–	–	﹤0.01%	428
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	406
2019 Q2	$6.55K	Hold	200	–	–	﹤0.01%	411
2019 Q1	$6.22K	Hold	200	–	–	﹤0.01%	380
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	337
2018 Q3	$6K	Buy	+200	New	+$7.05K	﹤0.01%	327

Other funds holding TRTN

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Heritage Wealth Advisors's TRTN Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 400 shares — an estimated $33.3K sold.

Heritage Wealth Advisors first reported a position in TRTN in Q3 2018 and held it in 20 quarters. The position peaked at $33.3K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Heritage Wealth Advisors reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 400 Triton International Limited shares in Q3 2023, an estimated $33.3K.
Heritage Wealth Advisors first reported a position in Triton International Limited in Q3 2018 and held it in 20 quarters.
Heritage Wealth Advisors's Triton International Limited position peaked at $33.3K in Q2 2023.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.