VCWA
TRTN

Vanguard Capital Wealth Advisors’s Triton International Limited TRTN Stock Holding History

Vanguard Capital Wealth Advisors’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
-13,548
Closed -$1.13M – 156
2023
Q2 		$1.13M Hold
13,548
– – 1.02% 19
2023
Q1 		$857K Sell
13,548
-50
-0.4% -$3.39K 0.85% 27
2022
Q4 		$935K Sell
13,598
-175
-1% -$11.1K 1.08% 19
2022
Q3 		$753K Hold
13,773
– – 0.91% 25
2022
Q2 		$620K Sell
13,773
-1,482
-10% -$89.6K 0.7% 35
2022
Q1 		$1.07M Buy
15,255
+550
+4% +$35.6K 0.76% 32
2021
Q4 		$885K Hold
14,705
– – 0.64% 41
2021
Q3 		$765 Hold
14,705
– – 0.51% 46
2021
Q2 		$769K Buy
14,705
+200
+1% +$10.6K 0.58% 45
2021
Q1 		$795K Hold
14,505
– – 0.68% 38
2020
Q4 		$700K Buy
+14,505
New +$614K 0.64% 40
2020
Q2 		$439K Buy
+14,530
New +$432K 0.51% 50
2019
Q4 		$588K Hold
14,630
– – 0.62% 43
2019
Q3 		$495K Sell
14,630
-900
-6% -$29.4K 0.58% 53
2019
Q2 		$508K Sell
15,530
-1,200
-7% -$38K 0.61% 51
2019
Q1 		$520K Buy
16,730
+1,800
+12% +$59.9K 0.65% 47
2018
Q4 		$463K Buy
14,930
+1,450
+11% +$46.8K 0.69% 48
2018
Q3 		$448K Hold
13,480
– – 0.51% 60
2018
Q2 		$413K Buy
13,480
+1,700
+14% +$56.3K 0.55% 65
2018
Q1 		$348K Sell
11,780
-900
-7% -$30.1K 0.46% 66
2017
Q4 		$475K Buy
+12,680
New +$488K 0.59% 52

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

Vanguard Capital Wealth Advisors's TRTN Position: Q3 2023 in Review

Vanguard Capital Wealth Advisors sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 13,548 shares — an estimated $1.13M sold.

Vanguard Capital Wealth Advisors first reported a position in TRTN in Q4 2017 and held it in 21 quarters. The position peaked at $1.13M in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Vanguard Capital Wealth Advisors reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 13,548 Triton International Limited shares in Q3 2023, an estimated $1.13M.
  • Vanguard Capital Wealth Advisors first reported a position in Triton International Limited in Q4 2017 and held it in 21 quarters.
  • Vanguard Capital Wealth Advisors's Triton International Limited position peaked at $1.13M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.