MSWM
DCFC

McGlone Suttner Wealth Management’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

McGlone Suttner Wealth Management’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$22 – 821
2023
Q4 		$22 Buy
+1
New +$47 ﹤0.01% 812

Other funds holding DCFC

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RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

McGlone Suttner Wealth Management's DCFC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q1 2024, closing a stake of 1 share — an estimated $22 sold.

McGlone Suttner Wealth Management first reported a position in DCFC in Q4 2023 and held it in 1 quarter. The position peaked at $22 in Q4 2023. 30 funds tracked by Wall St. Rank hold DCFC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Tritium DCFC Limited Ordinary Shares share in Q1 2024, an estimated $22.
  • McGlone Suttner Wealth Management first reported a position in Tritium DCFC Limited Ordinary Shares in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Tritium DCFC Limited Ordinary Shares position peaked at $22 in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.