Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2024 Filed on Apr 30, 2024
176
$103.13 - $112.43 $18.2K - $19.8K
UDR
Udr, Inc.

Real Estate
Q1 2024 Filed on Apr 30, 2024
150
$34.62 - $38.64 $5.19K - $5.8K
ILMN
Illumina, Inc.

Healthcare
Q1 2024 Filed on Apr 30, 2024
0
$127.73 - $147.2 $0 - $0
TER
Teradyne, Inc

Technology
Q1 2024 Filed on Apr 30, 2024
1,678
$95.14 - $112.83 $160K - $189K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
11
$282.55 - $336.33 $3.11K - $3.7K
UEIC
Universal Electronics Inc

Technology
Q1 2024 Filed on Apr 30, 2024
50
$8.19 - $10.16 $410 - $508
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2024 Filed on Apr 30, 2024
118
$86.99 - $98.2 $10.3K - $11.6K
UNM
Unum Group

Financial Services
Q1 2024 Filed on Apr 30, 2024
24
$45.18 - $53.7 $1.08K - $1.29K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2024 Filed on Apr 30, 2024
385
$98.36 - $99.47 $37.9K - $38.3K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2024 Filed on Apr 30, 2024
96
$91.71 - $111.59 $8.8K - $10.7K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
146
$1.44 - $3.98 $210 - $581
NOVA
Sunnova Energy International Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
390
$13.25 - $25.46 $5.17K - $9.93K
MWA
Mueller Water Products, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
177
$10.94 - $13.11 $1.94K - $2.32K
SXI
Standex International Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
50
$83.36 - $102.78 $4.17K - $5.14K
NEU
Newmarket Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
12
$289.28 - $350.83 $3.47K - $4.21K
INFY
Infosys LTD

Technology
Q2 2022 Filed on Aug 04, 2022
2,311
$17.67 - $24.74 $40.8K - $57.2K
OSK
Oshkosh Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
22
$80.59 - $101.47 $1.77K - $2.23K
Mimecast LTD
Q2 2022 Filed on Aug 04, 2022
23
N/A
MANT
Mantech International Corp

Technology
Q2 2022 Filed on Aug 04, 2022
13
$79.21 - $95.68 $1.03K - $1.24K
POR
Portland General Electric CO

Utilities
Q2 2022 Filed on Aug 04, 2022
21
$45.4 - $56.97 $953 - $1.2K
TIMB
Tim S.A.

Communication Services
Q2 2022 Filed on Aug 04, 2022
127
$11.88 - $15.41 $1.51K - $1.96K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
101
$94.15 - $109.87 $9.51K - $11.1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
79
$141.59 - $168.66 $11.2K - $13.3K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
46
$12.58 - $21.88 $579 - $1.01K
SAIC
Science Applications International Corp

Technology
Q2 2022 Filed on Aug 04, 2022
10
$80.48 - $94.75 $805 - $948
J
Jacobs Engineering Group Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
6
$118.69 - $148.16 $712 - $889
IRDM
Iridium Communications Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
1,297
$33.3 - $42.49 $43.2K - $55.1K
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 04, 2022
20
$3.17 - $6.17 $63.4 - $123
INDB
Independent Bank Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
15
$76.22 - $84.03 $1.14K - $1.26K
FFIV
F5, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
158
$149.14 - $213.92 $23.6K - $33.8K
AQUA
Evoqua Water Technologies Corp.

Industrials
Q2 2022 Filed on Aug 04, 2022
35
$30.73 - $47.36 $1.08K - $1.66K
ENV
Envestnet, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
114
$52.71 - $83.57 $6.01K - $9.53K
ENIC
Enel Chile S.A.

Utilities
Q2 2022 Filed on Aug 04, 2022
2,778
$1.11 - $1.59 $3.08K - $4.42K
ERJ
Embraer S.A.

Industrials
Q2 2022 Filed on Aug 04, 2022
738
$8.45 - $13.27 $6.24K - $9.79K
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
7
$111.6 - $141.5 $781 - $991
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
3,454
$23.08 - $25.81 $79.7K - $89.1K
HJEN
Direxion Shs ETF Tr Hydrogen E

ETFs
Q2 2022 Filed on Aug 04, 2022
350
$14.63 - $20.75 $5.12K - $7.26K
Cerner Corp
Q2 2022 Filed on Aug 04, 2022
16
N/A
SYBT
Stock Yards Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
25
$52.16 - $60.62 $1.3K - $1.52K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
131
$3.03 - $6.26 $397 - $820
INCY
Incyte Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
100
$66.18 - $83.18 $6.62K - $8.32K
Iac Interactivecorp New
Q2 2022 Filed on Aug 04, 2022
116
N/A
Hollyfrontier Corp
Q2 2022 Filed on Aug 04, 2022
1,106
N/A
Grupo Aval Acciones Y Valore
Q2 2022 Filed on Aug 04, 2022
134
N/A
Zynga Inc
Q2 2022 Filed on Aug 04, 2022
1,594
N/A
GL
Globe Life Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
10
$88.38 - $105.91 $884 - $1.06K
FRME
First Merchants Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
40
$35.62 - $43.4 $1.42K - $1.74K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
24
$44.84 - $50.2 $1.08K - $1.2K
THRM
Gentherm Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
38
$58.4 - $73.54 $2.22K - $2.79K
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