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Pacific Capital Wealth Advisors’s Trinity Industries TRN Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-231
Closed -$6.43K – 663
2024
Q1 		$6.43K Buy
+231
New +$5.95K ﹤0.01% 273

Other funds holding TRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Pacific Capital Wealth Advisors's TRN Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Trinity Industries (TRN) in Q2 2024, closing a stake of 231 shares — an estimated $6.43K sold.

Pacific Capital Wealth Advisors first reported a position in TRN in Q1 2024 and held it in 1 quarter. The position peaked at $6.43K in Q1 2024. 282 funds tracked by Wall St. Rank hold TRN as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Trinity Industries position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 231 Trinity Industries shares in Q2 2024, an estimated $6.43K.
  • Pacific Capital Wealth Advisors first reported a position in Trinity Industries in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Trinity Industries position peaked at $6.43K in Q1 2024.
  • 282 funds tracked by Wall St. Rank held Trinity Industries as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.