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Triad Wealth Partners’s Cheniere Energy LNG Stock Holding History

Triad Wealth Partners’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-64
Closed -$11.2K – 532
2024
Q2 		$11.2K Buy
+64
New +$10.2K 0.01% 443

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State Street
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Triad Wealth Partners sold out of Cheniere Energy (LNG) in Q3 2024, closing a stake of 64 shares — an estimated $11.2K sold.

Triad Wealth Partners first reported a position in LNG in Q2 2024 and held it in 1 quarter. The position peaked at $11.2K in Q2 2024. 976 funds tracked by Wall St. Rank hold LNG as of Q3 2024.

  • Triad Wealth Partners reported no remaining Cheniere Energy position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 64 Cheniere Energy shares in Q3 2024, an estimated $11.2K.
  • Triad Wealth Partners first reported a position in Cheniere Energy in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Cheniere Energy position peaked at $11.2K in Q2 2024.
  • 976 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2024.

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