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TriaGen Wealth Management’s Sotera Health SHC Stock Holding History

TriaGen Wealth Management’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,234
Closed -$273K – 179
2023
Q1 		$273K Buy
+15,234
New +$255K 0.14% 133

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TriaGen Wealth Management's SHC Position: Q2 2023 in Review

TriaGen Wealth Management sold out of Sotera Health (SHC) in Q2 2023, closing a stake of 15,234 shares — an estimated $273K sold.

TriaGen Wealth Management first reported a position in SHC in Q1 2023 and held it in 1 quarter. The position peaked at $273K in Q1 2023. 177 funds tracked by Wall St. Rank hold SHC as of Q2 2023.

  • TriaGen Wealth Management reported no remaining Sotera Health position as of Q2 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 15,234 Sotera Health shares in Q2 2023, an estimated $273K.
  • TriaGen Wealth Management first reported a position in Sotera Health in Q1 2023 and held it in 1 quarter.
  • TriaGen Wealth Management's Sotera Health position peaked at $273K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Sotera Health as of Q2 2023.

Based on TriaGen Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.