Triad Wealth Partners’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17	Closed	-$3.73K	–	797
2024 Q2	$3.73K	Buy	+17	New	+$3.69K	﹤0.01%	635

Other funds holding STE

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Triad Wealth Partners sold out of Steris (STE) in Q3 2024, closing a stake of 17 shares — an estimated $3.73K sold.

Triad Wealth Partners first reported a position in STE in Q2 2024 and held it in 1 quarter. The position peaked at $3.73K in Q2 2024. 757 funds tracked by Wall St. Rank hold STE as of Q3 2024.

Triad Wealth Partners reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 17 Steris shares in Q3 2024, an estimated $3.73K.
Triad Wealth Partners first reported a position in Steris in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Steris position peaked at $3.73K in Q2 2024.
757 funds tracked by Wall St. Rank held Steris as of Q3 2024.

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