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TriaGen Wealth Management’s Mohawk Industries MHK Stock Holding History

TriaGen Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,186
Closed -$512K – 178
2024
Q3 		$512K Buy
+3,186
New +$459K 0.17% 108

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TriaGen Wealth Management's MHK Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Mohawk Industries (MHK) in Q4 2024, closing a stake of 3,186 shares — an estimated $512K sold.

TriaGen Wealth Management first reported a position in MHK in Q3 2024 and held it in 1 quarter. The position peaked at $512K in Q3 2024. 481 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

  • TriaGen Wealth Management reported no remaining Mohawk Industries position as of Q4 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,186 Mohawk Industries shares in Q4 2024, an estimated $512K.
  • TriaGen Wealth Management first reported a position in Mohawk Industries in Q3 2024 and held it in 1 quarter.
  • TriaGen Wealth Management's Mohawk Industries position peaked at $512K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.