WealthPLAN Partners’s TriNet TNET Stock Holding History

WealthPLAN Partners’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	-136	Closed	-$11K	–	1390
2023 Q1	$11K	Buy	+136	New	+$10.6K	﹤0.01%	839

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

WealthPLAN Partners's TNET Position: Q2 2023 in Review

WealthPLAN Partners sold out of TriNet (TNET) in Q2 2023, closing a stake of 136 shares — an estimated $11K sold.

WealthPLAN Partners first reported a position in TNET in Q1 2023 and held it in 1 quarter. The position peaked at $11K in Q1 2023. 245 funds tracked by Wall St. Rank hold TNET as of Q2 2023.

WealthPLAN Partners reported no remaining TriNet position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 136 TriNet shares in Q2 2023, an estimated $11K.
WealthPLAN Partners first reported a position in TriNet in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's TriNet position peaked at $11K in Q1 2023.
245 funds tracked by Wall St. Rank held TriNet as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.