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Triad Wealth Partners’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Triad Wealth Partners’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$6.21K – 996
2024
Q2 		$6.21K Buy
+500
New +$6.19K ﹤0.01% 523

Other funds holding ROIC

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Vanguard Group
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CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Triad Wealth Partners sold out of Retail Opportunity Investments Corp. (ROIC) in Q3 2024, closing a stake of 500 shares — an estimated $6.21K sold.

Triad Wealth Partners first reported a position in ROIC in Q2 2024 and held it in 1 quarter. The position peaked at $6.21K in Q2 2024. 233 funds tracked by Wall St. Rank hold ROIC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Retail Opportunity Investments Corp. position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 500 Retail Opportunity Investments Corp. shares in Q3 2024, an estimated $6.21K.
  • Triad Wealth Partners first reported a position in Retail Opportunity Investments Corp. in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Retail Opportunity Investments Corp. position peaked at $6.21K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q3 2024.

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