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TriaGen Wealth Management’s Driven Brands DRVN Stock Holding History

TriaGen Wealth Management’s Portfolio DRVN Stock Details DRVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,337
Closed -$317K – 170
2022
Q3 		$317K Hold
11,337
– – 0.18% 116
2022
Q2 		$312K Buy
+11,337
New +$310K 0.22% 108

Other funds holding DRVN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

TriaGen Wealth Management's DRVN Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Driven Brands (DRVN) in Q4 2022, closing a stake of 11,337 shares — an estimated $317K sold.

TriaGen Wealth Management first reported a position in DRVN in Q2 2022 and held it in 2 quarters. The position peaked at $317K in Q3 2022. 153 funds tracked by Wall St. Rank hold DRVN as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Driven Brands position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 11,337 Driven Brands shares in Q4 2022, an estimated $317K.
  • TriaGen Wealth Management first reported a position in Driven Brands in Q2 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Driven Brands position peaked at $317K in Q3 2022.
  • 153 funds tracked by Wall St. Rank held Driven Brands as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.