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Triad Wealth Partners’s Elme Communities ELME Stock Holding History

Triad Wealth Partners’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-43
Closed -$685 – 297
2024
Q2 		$685 Buy
+43
New +$655 ﹤0.01% 909

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Triad Wealth Partners sold out of Elme Communities (ELME) in Q3 2024, closing a stake of 43 shares — an estimated $685 sold.

Triad Wealth Partners first reported a position in ELME in Q2 2024 and held it in 1 quarter. The position peaked at $685 in Q2 2024. 232 funds tracked by Wall St. Rank hold ELME as of Q3 2024.

  • Triad Wealth Partners reported no remaining Elme Communities position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 43 Elme Communities shares in Q3 2024, an estimated $685.
  • Triad Wealth Partners first reported a position in Elme Communities in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Elme Communities position peaked at $685 in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Elme Communities as of Q3 2024.

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