RTL
CTOS icon

Red Tortoise LLC’s Custom Truck One Source CTOS Stock Holding History

Red Tortoise LLC’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-199
Closed -$1.35K – 566
2023
Q1 		$1.35K Buy
+199
New +$1.38K ﹤0.01% 509

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Red Tortoise LLC's CTOS Position: Q2 2023 in Review

Red Tortoise LLC sold out of Custom Truck One Source (CTOS) in Q2 2023, closing a stake of 199 shares — an estimated $1.35K sold.

Red Tortoise LLC first reported a position in CTOS in Q1 2023 and held it in 1 quarter. The position peaked at $1.35K in Q1 2023. 107 funds tracked by Wall St. Rank hold CTOS as of Q2 2023.

  • Red Tortoise LLC reported no remaining Custom Truck One Source position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 199 Custom Truck One Source shares in Q2 2023, an estimated $1.35K.
  • Red Tortoise LLC first reported a position in Custom Truck One Source in Q1 2023 and held it in 1 quarter.
  • Red Tortoise LLC's Custom Truck One Source position peaked at $1.35K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.