Triad Wealth Partners’s W.W. Grainger GWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-46	Closed	-$41.5K	–	397
2024 Q2	$41.5K	Buy	+46	New	+$43.3K	0.02%	253

Other funds holding GWW

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Triad Wealth Partners sold out of W.W. Grainger (GWW) in Q3 2024, closing a stake of 46 shares — an estimated $41.5K sold.

Triad Wealth Partners first reported a position in GWW in Q2 2024 and held it in 1 quarter. The position peaked at $41.5K in Q2 2024. 1,184 funds tracked by Wall St. Rank hold GWW as of Q3 2024.

Triad Wealth Partners reported no remaining W.W. Grainger position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 46 W.W. Grainger shares in Q3 2024, an estimated $41.5K.
Triad Wealth Partners first reported a position in W.W. Grainger in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's W.W. Grainger position peaked at $41.5K in Q2 2024.
1,184 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2024.

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