Sowell Financial Services’s TriNet TNET Stock Holding History

Sowell Financial Services’s Portfolio TNET Stock Details TNET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-289	Closed	-$23K	–	2511
2021 Q1	$23K	Sell	289 -113	-28%	-$9.12K	﹤0.01%	2009
2020 Q4	$32K	Sell	402 -2	-0.5%	-$148	﹤0.01%	1561
2020 Q3	$24K	Sell	404 -1,211	-75%	-$77.8K	﹤0.01%	1485
2020 Q2	$98K	Hold	1,615	–	–	0.01%	976
2020 Q1	$61K	Buy	1,615 +1,606	+17,844%	+$83.6K	﹤0.01%	987
2019 Q4	$1K	Sell	9 -2	-18%	-$111	﹤0.01%	2427
2019 Q3	$1K	Buy	+11	New	+$750	﹤0.01%	2310

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Sowell Financial Services's TNET Position: Q2 2021 in Review

Sowell Financial Services sold out of TriNet (TNET) in Q2 2021, closing a stake of 289 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in TNET in Q3 2019 and held it in 7 quarters. The position peaked at $98K in Q2 2020. 181 funds tracked by Wall St. Rank hold TNET as of Q2 2021.

Sowell Financial Services reported no remaining TriNet position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 289 TriNet shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in TriNet in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's TriNet position peaked at $98K in Q2 2020.
181 funds tracked by Wall St. Rank held TriNet as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.