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Triad Wealth Partners’s Vontier VNT Stock Holding History

Triad Wealth Partners’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-155
Closed -$5.92K – 904
2024
Q2 		$5.92K Buy
+155
New +$6.25K ﹤0.01% 534

Other funds holding VNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Triad Wealth Partners sold out of Vontier (VNT) in Q3 2024, closing a stake of 155 shares — an estimated $5.92K sold.

Triad Wealth Partners first reported a position in VNT in Q2 2024 and held it in 1 quarter. The position peaked at $5.92K in Q2 2024. 460 funds tracked by Wall St. Rank hold VNT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vontier position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 155 Vontier shares in Q3 2024, an estimated $5.92K.
  • Triad Wealth Partners first reported a position in Vontier in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vontier position peaked at $5.92K in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Vontier as of Q3 2024.

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