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WR Wealth Planners’s Trinity Industries TRN Stock Holding History

WR Wealth Planners’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-156
Closed -$5.43K – 1184
2024
Q3 		$5.43K Hold
156
– – ﹤0.01% 728
2024
Q2 		$4.67K Hold
156
– – ﹤0.01% 730
2024
Q1 		$4.34K Buy
+156
New +$4.02K ﹤0.01% 746
2023
Q4 		– Sell
-156
Closed -$3.8K – 802
2023
Q3 		$3.8K Hold
156
– – ﹤0.01% 709
2023
Q2 		$4.01K Hold
156
– – ﹤0.01% 710
2023
Q1 		$3.8K Hold
156
– – ﹤0.01% 718
2022
Q4 		$4.61K Hold
156
– – ﹤0.01% 335
2022
Q3 		$3.33K Hold
156
– – ﹤0.01% 352
2022
Q2 		$3.78K Hold
156
– – ﹤0.01% 370
2022
Q1 		$5.36K Buy
+156
New +$4.81K ﹤0.01% 350

Other funds holding TRN

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's TRN Position: Q4 2024 in Review

WR Wealth Planners sold out of Trinity Industries (TRN) in Q4 2024, closing a stake of 156 shares — an estimated $5.43K sold.

WR Wealth Planners first reported a position in TRN in Q1 2022 and held it in 10 quarters. The position peaked at $5.43K in Q3 2024. 292 funds tracked by Wall St. Rank hold TRN as of Q4 2024.

  • WR Wealth Planners reported no remaining Trinity Industries position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 156 Trinity Industries shares in Q4 2024, an estimated $5.43K.
  • WR Wealth Planners first reported a position in Trinity Industries in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Trinity Industries position peaked at $5.43K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Trinity Industries as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.