Triad Wealth Partners’s Cedar Fair FUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-155	Closed	-$8.42K	–	365
2024 Q2	$8.42K	Buy	+155	New	+$6.67K	﹤0.01%	476

Other funds holding FUN

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

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

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Triad Wealth Partners sold out of Cedar Fair (FUN) in Q3 2024, closing a stake of 155 shares — an estimated $8.42K sold.

Triad Wealth Partners first reported a position in FUN in Q2 2024 and held it in 1 quarter. The position peaked at $8.42K in Q2 2024. 330 funds tracked by Wall St. Rank hold FUN as of Q3 2024.

Triad Wealth Partners reported no remaining Cedar Fair position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 155 Cedar Fair shares in Q3 2024, an estimated $8.42K.
Triad Wealth Partners first reported a position in Cedar Fair in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Cedar Fair position peaked at $8.42K in Q2 2024.
330 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2024.

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