IWC
TCN

Integrated Wealth Concepts’s Tricon Residential Inc. TCN Stock Holding History

Integrated Wealth Concepts’s Portfolio TCN Stock Details TCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-199,605
Closed -$2.23M – 1730
2024
Q1 		$2.23M Buy
199,605
+15,315
+8% +$163K 0.03% 486
2023
Q4 		$1.68M Buy
184,290
+29,903
+19% +$229K 0.03% 544
2023
Q3 		$1.14M Buy
154,387
+87,290
+130% +$753K 0.02% 639
2023
Q2 		$591K Buy
+67,097
New +$549K 0.01% 913

Integrated Wealth Concepts's TCN Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Tricon Residential Inc. (TCN) in Q2 2024, closing a stake of 199,605 shares — an estimated $2.23M sold.

Integrated Wealth Concepts first reported a position in TCN in Q2 2023 and held it in 4 quarters. The position peaked at $2.23M in Q1 2024. 0 funds tracked by Wall St. Rank hold TCN as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Tricon Residential Inc. position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 199,605 Tricon Residential Inc. shares in Q2 2024, an estimated $2.23M.
  • Integrated Wealth Concepts first reported a position in Tricon Residential Inc. in Q2 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Tricon Residential Inc. position peaked at $2.23M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.