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Triad Wealth Partners’s NCR Atleos NATL Stock Holding History

Triad Wealth Partners’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$27 – 593
2024
Q2 		$27 Buy
+1
New +$24 ﹤0.01% 984

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EC
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State Street
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

Triad Wealth Partners sold out of NCR Atleos (NATL) in Q3 2024, closing a stake of 1 share — an estimated $27 sold.

Triad Wealth Partners first reported a position in NATL in Q2 2024 and held it in 1 quarter. The position peaked at $27 in Q2 2024. 283 funds tracked by Wall St. Rank hold NATL as of Q3 2024.

  • Triad Wealth Partners reported no remaining NCR Atleos position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1 NCR Atleos share in Q3 2024, an estimated $27.
  • Triad Wealth Partners first reported a position in NCR Atleos in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's NCR Atleos position peaked at $27 in Q2 2024.
  • 283 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2024.

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