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Sutton Wealth Advisors’s Trinity Industries TRN Stock Holding History

Sutton 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
2023
Q1 		– Sell
-253
Closed -$7.48K – 1508
2022
Q4 		$7.48K Sell
253
-334
-57% -$9.31K ﹤0.01% 1031
2022
Q3 		$12.5K Buy
587
+578
+6,422% +$14.1K 0.01% 828
2022
Q2 		$218 Sell
9
-1
-10% -$27 ﹤0.01% 1568
2022
Q1 		$344 Hold
10
– – ﹤0.01% 1528
2021
Q4 		$302 Buy
+10
New +$286 ﹤0.01% 1599

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Sutton Wealth Advisors's TRN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Trinity Industries (TRN) in Q1 2023, closing a stake of 253 shares — an estimated $7.48K sold.

Sutton Wealth Advisors first reported a position in TRN in Q4 2021 and held it in 5 quarters. The position peaked at $12.5K in Q3 2022. 249 funds tracked by Wall St. Rank hold TRN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Trinity Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 253 Trinity Industries shares in Q1 2023, an estimated $7.48K.
  • Sutton Wealth Advisors first reported a position in Trinity Industries in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Trinity Industries position peaked at $12.5K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Trinity Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.