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Triad Wealth Partners’s Medpace MEDP Stock Holding History

Triad Wealth Partners’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$6.18K – 559
2024
Q2 		$6.18K Buy
+15
New +$5.94K ﹤0.01% 525

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Triad Wealth Partners sold out of Medpace (MEDP) in Q3 2024, closing a stake of 15 shares — an estimated $6.18K sold.

Triad Wealth Partners first reported a position in MEDP in Q2 2024 and held it in 1 quarter. The position peaked at $6.18K in Q2 2024. 583 funds tracked by Wall St. Rank hold MEDP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Medpace position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 15 Medpace shares in Q3 2024, an estimated $6.18K.
  • Triad Wealth Partners first reported a position in Medpace in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Medpace position peaked at $6.18K in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Medpace as of Q3 2024.

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