Triad Wealth Partners’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-162	Closed	-$10K	–	860
2024 Q2	$10K	Buy	+162	New	+$9.57K	0.01%	453

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Triad Wealth Partners sold out of Unilever (UL) in Q3 2024, closing a stake of 162 shares — an estimated $10K sold.

Triad Wealth Partners first reported a position in UL in Q2 2024 and held it in 1 quarter. The position peaked at $10K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

Triad Wealth Partners reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 162 Unilever shares in Q3 2024, an estimated $10K.
Triad Wealth Partners first reported a position in Unilever in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Unilever position peaked at $10K in Q2 2024.
1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

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