Triad Wealth Partners’s Douglas Elliman DOUG Stock Holding History

Triad Wealth Partners’s Portfolio DOUG Stock Details DOUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,086	Closed	-$1.26K	–	269
2024 Q2	$1.26K	Buy	+1,086	New	+$1.37K	﹤0.01%	848

Other funds holding DOUG

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Triad Wealth Partners sold out of Douglas Elliman (DOUG) in Q3 2024, closing a stake of 1,086 shares — an estimated $1.26K sold.

Triad Wealth Partners first reported a position in DOUG in Q2 2024 and held it in 1 quarter. The position peaked at $1.26K in Q2 2024. 118 funds tracked by Wall St. Rank hold DOUG as of Q3 2024.

Triad Wealth Partners reported no remaining Douglas Elliman position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 1,086 Douglas Elliman shares in Q3 2024, an estimated $1.26K.
Triad Wealth Partners first reported a position in Douglas Elliman in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Douglas Elliman position peaked at $1.26K in Q2 2024.
118 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2024.

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