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Triad Wealth Partners’s Kinsale Capital Group KNSL Stock Holding History

Triad Wealth Partners’s Portfolio KNSL Stock Details KNSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$2.31K – 511
2024
Q2 		$2.31K Buy
+6
New +$2.44K ﹤0.01% 734

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Triad Wealth Partners sold out of Kinsale Capital Group (KNSL) in Q3 2024, closing a stake of 6 shares — an estimated $2.31K sold.

Triad Wealth Partners first reported a position in KNSL in Q2 2024 and held it in 1 quarter. The position peaked at $2.31K in Q2 2024. 538 funds tracked by Wall St. Rank hold KNSL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Kinsale Capital Group position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 6 Kinsale Capital Group shares in Q3 2024, an estimated $2.31K.
  • Triad Wealth Partners first reported a position in Kinsale Capital Group in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Kinsale Capital Group position peaked at $2.31K in Q2 2024.
  • 538 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q3 2024.

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