Triad Wealth Partners’s Kellanova K Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$1.33K	–	498
2024 Q2	$1.33K	Buy	+23	New	+$1.36K	﹤0.01%	836

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Triad Wealth Partners sold out of Kellanova (K) in Q3 2024, closing a stake of 23 shares — an estimated $1.33K sold.

Triad Wealth Partners first reported a position in K in Q2 2024 and held it in 1 quarter. The position peaked at $1.33K in Q2 2024. 918 funds tracked by Wall St. Rank hold K as of Q3 2024.

Triad Wealth Partners reported no remaining Kellanova position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 23 Kellanova shares in Q3 2024, an estimated $1.33K.
Triad Wealth Partners first reported a position in Kellanova in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Kellanova position peaked at $1.33K in Q2 2024.
918 funds tracked by Wall St. Rank held Kellanova as of Q3 2024.

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