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Triad Wealth Partners’s Donaldson DCI Stock Holding History

Triad Wealth Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34
Closed -$2.43K – 247
2024
Q2 		$2.43K Buy
+34
New +$2.5K ﹤0.01% 727

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Triad Wealth Partners sold out of Donaldson (DCI) in Q3 2024, closing a stake of 34 shares — an estimated $2.43K sold.

Triad Wealth Partners first reported a position in DCI in Q2 2024 and held it in 1 quarter. The position peaked at $2.43K in Q2 2024. 536 funds tracked by Wall St. Rank hold DCI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Donaldson position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 34 Donaldson shares in Q3 2024, an estimated $2.43K.
  • Triad Wealth Partners first reported a position in Donaldson in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Donaldson position peaked at $2.43K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Donaldson as of Q3 2024.

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