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Triad Wealth Partners’s PSQ Holdings PSQH Stock Holding History

Triad Wealth Partners’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57
Closed -$3.21K – 688
2024
Q2 		$3.21K Buy
+57
New +$3.35K ﹤0.01% 664

Other funds holding PSQH

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Triad Wealth Partners sold out of PSQ Holdings (PSQH) in Q3 2024, closing a stake of 57 shares — an estimated $3.21K sold.

Triad Wealth Partners first reported a position in PSQH in Q2 2024 and held it in 1 quarter. The position peaked at $3.21K in Q2 2024. 51 funds tracked by Wall St. Rank hold PSQH as of Q3 2024.

  • Triad Wealth Partners reported no remaining PSQ Holdings position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 57 PSQ Holdings shares in Q3 2024, an estimated $3.21K.
  • Triad Wealth Partners first reported a position in PSQ Holdings in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PSQ Holdings position peaked at $3.21K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2024.

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