TWP
BIG

Triad Wealth Partners’s Big Lots, Inc. BIG Stock Holding History

Triad Wealth Partners’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-323
Closed -$559 – 1004
2024
Q2 		$559 Buy
+323
New +$1.04K ﹤0.01% 915

Other funds holding BIG

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Triad Wealth Partners's BIG Position: Q3 2024 in Review

Triad Wealth Partners sold out of Big Lots, Inc. (BIG) in Q3 2024, closing a stake of 323 shares — an estimated $559 sold.

Triad Wealth Partners first reported a position in BIG in Q2 2024 and held it in 1 quarter. The position peaked at $559 in Q2 2024. 18 funds tracked by Wall St. Rank hold BIG as of Q3 2024.

  • Triad Wealth Partners reported no remaining Big Lots, Inc. position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 323 Big Lots, Inc. shares in Q3 2024, an estimated $559.
  • Triad Wealth Partners first reported a position in Big Lots, Inc. in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Big Lots, Inc. position peaked at $559 in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.