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Triad Wealth Partners’s H.B. Fuller FUL Stock Holding History

Triad Wealth Partners’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18
Closed -$1.39K – 364
2024
Q2 		$1.39K Buy
+18
New +$1.4K ﹤0.01% 829

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Triad Wealth Partners sold out of H.B. Fuller (FUL) in Q3 2024, closing a stake of 18 shares — an estimated $1.39K sold.

Triad Wealth Partners first reported a position in FUL in Q2 2024 and held it in 1 quarter. The position peaked at $1.39K in Q2 2024. 331 funds tracked by Wall St. Rank hold FUL as of Q3 2024.

  • Triad Wealth Partners reported no remaining H.B. Fuller position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 18 H.B. Fuller shares in Q3 2024, an estimated $1.39K.
  • Triad Wealth Partners first reported a position in H.B. Fuller in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's H.B. Fuller position peaked at $1.39K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2024.

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