TCI Wealth Advisors’s TriNet TNET Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-82	Closed	-$6.61K	–	2055
2023 Q1	$6.61K	Buy	82 +2	+3%	+$157	﹤0.01%	1336
2022 Q4	$5.42K	Sell	80 -12	-13%	-$828	﹤0.01%	1473
2022 Q3	$7K	Buy	92 +3	+3%	+$244	﹤0.01%	1294
2022 Q2	$7K	Buy	89 +17	+24%	+$1.42K	﹤0.01%	1292
2022 Q1	$7K	Buy	72 +1	+1%	+$88	﹤0.01%	1357
2021 Q4	$7K	Hold	71	–	–	﹤0.01%	1463
2021 Q3	$7K	Buy	71 +53	+294%	+$4.54K	﹤0.01%	1389
2021 Q2	$1K	Sell	18 -30	-63%	-$2.33K	﹤0.01%	2258
2021 Q1	$4K	Buy	48 +30	+167%	+$2.42K	﹤0.01%	1427
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1459
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1437
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	1366
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1350
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1446
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1391
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1307
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1311
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1315
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1334
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	1383
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1227
2017 Q4	$1K	Buy	+18	New	+$721	﹤0.01%	1268

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCI Wealth Advisors's TNET Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TriNet (TNET) in Q2 2023, closing a stake of 82 shares — an estimated $6.61K sold.

TCI Wealth Advisors first reported a position in TNET in Q4 2017 and held it in 22 quarters. The position peaked at $7K in Q3 2022. 246 funds tracked by Wall St. Rank hold TNET as of Q2 2023.

TCI Wealth Advisors reported no remaining TriNet position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 82 TriNet shares in Q2 2023, an estimated $6.61K.
TCI Wealth Advisors first reported a position in TriNet in Q4 2017 and held it in 22 quarters.
TCI Wealth Advisors's TriNet position peaked at $7K in Q3 2022.
246 funds tracked by Wall St. Rank held TriNet as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.