Triad Wealth Partners’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2	Closed	-$1.01K	–	665
2024 Q2	$1.01K	Buy	+2	New	+$1.07K	﹤0.01%	874

Other funds holding PH

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Triad Wealth Partners sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 2 shares — an estimated $1.01K sold.

Triad Wealth Partners first reported a position in PH in Q2 2024 and held it in 1 quarter. The position peaked at $1.01K in Q2 2024. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

Triad Wealth Partners reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 2 Parker-Hannifin shares in Q3 2024, an estimated $1.01K.
Triad Wealth Partners first reported a position in Parker-Hannifin in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Parker-Hannifin position peaked at $1.01K in Q2 2024.
1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

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