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Triad Wealth Partners’s WhiteHorse Finance WHF Stock Holding History

Triad Wealth Partners’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,200
Closed -$14.7K – 942
2024
Q2 		$14.7K Buy
+1,200
New +$15.3K 0.01% 400

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AAM
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Triad Wealth Partners sold out of WhiteHorse Finance (WHF) in Q3 2024, closing a stake of 1,200 shares — an estimated $14.7K sold.

Triad Wealth Partners first reported a position in WHF in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 54 funds tracked by Wall St. Rank hold WHF as of Q3 2024.

  • Triad Wealth Partners reported no remaining WhiteHorse Finance position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,200 WhiteHorse Finance shares in Q3 2024, an estimated $14.7K.
  • Triad Wealth Partners first reported a position in WhiteHorse Finance in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WhiteHorse Finance position peaked at $14.7K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2024.

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