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Wetzel Investment Advisors’s Transcat TRNS Stock Holding History

Wetzel Investment Advisors’s Portfolio TRNS Stock Details TRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-27
Closed -$3.01K – 823
2024
Q2 		$3.01K Hold
27
– – ﹤0.01% 677
2024
Q1 		$2.84K Hold
27
– – ﹤0.01% 781
2023
Q4 		$3K Buy
+27
New +$2.6K ﹤0.01% 817

Other funds holding TRNS

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wetzel Investment Advisors's TRNS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Transcat (TRNS) in Q3 2024, closing a stake of 27 shares — an estimated $3.01K sold.

Wetzel Investment Advisors first reported a position in TRNS in Q4 2023 and held it in 3 quarters. The position peaked at $3.01K in Q2 2024. 158 funds tracked by Wall St. Rank hold TRNS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Transcat position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 27 Transcat shares in Q3 2024, an estimated $3.01K.
  • Wetzel Investment Advisors first reported a position in Transcat in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Transcat position peaked at $3.01K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held Transcat as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.