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Triad Wealth Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Triad Wealth Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$1.36K – 871
2024
Q2 		$1.36K Buy
+200
New +$1.36K ﹤0.01% 831

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Triad Wealth Partners sold out of Liberty All-Star Equity Fund (USA) in Q3 2024, closing a stake of 200 shares — an estimated $1.36K sold.

Triad Wealth Partners first reported a position in USA in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 177 funds tracked by Wall St. Rank hold USA as of Q3 2024.

  • Triad Wealth Partners reported no remaining Liberty All-Star Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 200 Liberty All-Star Equity Fund shares in Q3 2024, an estimated $1.36K.
  • Triad Wealth Partners first reported a position in Liberty All-Star Equity Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Liberty All-Star Equity Fund position peaked at $1.36K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2024.

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