SWM
TRTN

Spire Wealth Management’s Triton International Limited TRTN Stock Holding History

Spire Wealth Management’s Portfolio TRTN Stock Details TRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,018
Closed -$84.8K – 2492
2023
Q2 		$84.8K Sell
1,018
-17
-2% -$1.38K ﹤0.01% 1019
2023
Q1 		$65.4K Sell
1,035
-48
-4% -$3.26K ﹤0.01% 1093
2022
Q4 		$74K Buy
1,083
+65
+6% +$4.11K ﹤0.01% 847
2022
Q3 		$56K Sell
1,018
-25
-2% -$1.5K ﹤0.01% 914
2022
Q2 		$55K Buy
1,043
+25
+2% +$1.51K ﹤0.01% 1256
2022
Q1 		$71K Sell
1,018
-117
-10% -$7.57K ﹤0.01% 1311
2021
Q4 		$68K Buy
1,135
+135
+14% +$7.86K ﹤0.01% 1584
2021
Q3 		$52K Buy
1,000
+200
+25% +$10.4K ﹤0.01% 1464
2021
Q2 		$42K Hold
800
– – ﹤0.01% 1555
2021
Q1 		$44K Buy
+800
New +$42.8K ﹤0.01% 1795

Other funds holding TRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's TRTN Position: Q3 2023 in Review

Spire Wealth Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 1,018 shares — an estimated $84.8K sold.

Spire Wealth Management first reported a position in TRTN in Q1 2021 and held it in 10 quarters. The position peaked at $84.8K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Spire Wealth Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,018 Triton International Limited shares in Q3 2023, an estimated $84.8K.
  • Spire Wealth Management first reported a position in Triton International Limited in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Triton International Limited position peaked at $84.8K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.