NW
TCN

Naviter Wealth’s Tricon Residential Inc. TCN Stock Holding History

Naviter Wealth’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
Q1 		– Sell
-10,900
Closed -$99.8K – 249
2023
Q4 		$99.8K Buy
+10,900
New +$83.6K 0.02% 213

Other funds holding TCN

PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Naviter Wealth's TCN Position: Q1 2024 in Review

Naviter Wealth sold out of Tricon Residential Inc. (TCN) in Q1 2024, closing a stake of 10,900 shares — an estimated $99.8K sold.

Naviter Wealth first reported a position in TCN in Q4 2023 and held it in 1 quarter. The position peaked at $99.8K in Q4 2023. 166 funds tracked by Wall St. Rank hold TCN as of Q1 2024.

  • Naviter Wealth reported no remaining Tricon Residential Inc. position as of Q1 2024 after selling out during the quarter.
  • Naviter Wealth sold 10,900 Tricon Residential Inc. shares in Q1 2024, an estimated $99.8K.
  • Naviter Wealth first reported a position in Tricon Residential Inc. in Q4 2023 and held it in 1 quarter.
  • Naviter Wealth's Tricon Residential Inc. position peaked at $99.8K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q1 2024.

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