IGWM
TRTN

ICA Group Wealth Management’s Triton International Limited TRTN Stock Holding History

ICA Group Wealth Management’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
-450
Closed -$37.5K – 1318
2023
Q2 		$37.5K Hold
450
– – 0.01% 556
2023
Q1 		$28.4K Hold
450
– – 0.01% 589
2022
Q4 		$31K Buy
+450
New +$28.5K 0.01% 605

Other funds holding TRTN

Dimensional Fund Advisors
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
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Marshall Wace
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
PI
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ICA Group Wealth Management's TRTN Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 450 shares — an estimated $37.5K sold.

ICA Group Wealth Management first reported a position in TRTN in Q4 2022 and held it in 3 quarters. The position peaked at $37.5K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 450 Triton International Limited shares in Q3 2023, an estimated $37.5K.
  • ICA Group Wealth Management first reported a position in Triton International Limited in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Triton International Limited position peaked at $37.5K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.