TWP
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Triad Wealth Partners’s Haleon HLN Stock Holding History

Triad Wealth Partners’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-90
Closed -$743 – 413
2024
Q2 		$743 Buy
+90
New +$752 ﹤0.01% 900

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Triad Wealth Partners sold out of Haleon (HLN) in Q3 2024, closing a stake of 90 shares — an estimated $743 sold.

Triad Wealth Partners first reported a position in HLN in Q2 2024 and held it in 1 quarter. The position peaked at $743 in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 90 Haleon shares in Q3 2024, an estimated $743.
  • Triad Wealth Partners first reported a position in Haleon in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Haleon position peaked at $743 in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

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