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Triad Wealth Partners’s Werner Enterprises WERN Stock Holding History

Triad Wealth Partners’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-115
Closed -$4.12K – 936
2024
Q2 		$4.12K Buy
+115
New +$4.2K ﹤0.01% 613

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NI
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Triad Wealth Partners sold out of Werner Enterprises (WERN) in Q3 2024, closing a stake of 115 shares — an estimated $4.12K sold.

Triad Wealth Partners first reported a position in WERN in Q2 2024 and held it in 1 quarter. The position peaked at $4.12K in Q2 2024. 255 funds tracked by Wall St. Rank hold WERN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Werner Enterprises position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 115 Werner Enterprises shares in Q3 2024, an estimated $4.12K.
  • Triad Wealth Partners first reported a position in Werner Enterprises in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Werner Enterprises position peaked at $4.12K in Q2 2024.
  • 255 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2024.

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