TriaGen Wealth Management’s Rambus RMBS Stock Holding History

TriaGen Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,513	Closed	-$718K	–	170
2023 Q4	$718K	Buy	+10,513	New	+$655K	0.34%	70

Other funds holding RMBS

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

TriaGen Wealth Management's RMBS Position: Q1 2024 in Review

TriaGen Wealth Management sold out of Rambus (RMBS) in Q1 2024, closing a stake of 10,513 shares — an estimated $718K sold.

TriaGen Wealth Management first reported a position in RMBS in Q4 2023 and held it in 1 quarter. The position peaked at $718K in Q4 2023. 377 funds tracked by Wall St. Rank hold RMBS as of Q1 2024.

TriaGen Wealth Management reported no remaining Rambus position as of Q1 2024 after selling out during the quarter.
TriaGen Wealth Management sold 10,513 Rambus shares in Q1 2024, an estimated $718K.
TriaGen Wealth Management first reported a position in Rambus in Q4 2023 and held it in 1 quarter.
TriaGen Wealth Management's Rambus position peaked at $718K in Q4 2023.
377 funds tracked by Wall St. Rank held Rambus as of Q1 2024.

Based on TriaGen Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.