Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2024 Filed on Apr 30, 2024
750
$76.54 - $85.06 $57.4K - $63.8K
FQAL
Fidelity Covington Tr Quality

ETFs
Q1 2024 Filed on Apr 30, 2024
925
$53.28 - $58.94 $49.3K - $54.5K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2024 Filed on Apr 30, 2024
2,253
$73.21 - $85.99 $165K - $194K
UEIC
Universal Electronics Inc

Technology
Q1 2024 Filed on Apr 30, 2024
50
$8.19 - $10.16 $410 - $508
UNM
Unum Group

Financial Services
Q1 2024 Filed on Apr 30, 2024
24
$45.18 - $53.7 $1.08K - $1.29K
UDR
Udr, Inc.

Real Estate
Q1 2024 Filed on Apr 30, 2024
150
$34.62 - $38.64 $5.19K - $5.8K
NOVA
Sunnova Energy International Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
390
$13.25 - $25.46 $5.17K - $9.93K
SXI
Standex International Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
50
$83.36 - $102.78 $4.17K - $5.14K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Aug 04, 2022
5
$103.59 - $154.43 $518 - $772
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
7
$111.6 - $141.5 $781 - $991
Transamerica ETF Tr
Q2 2022 Filed on Aug 04, 2022
220
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
3,454
$23.08 - $25.81 $79.7K - $89.1K
Sk Telecom LTD
Q2 2022 Filed on Aug 04, 2022
694
N/A
Mimecast LTD
Q2 2022 Filed on Aug 04, 2022
23
N/A
HJEN
Direxion Shs ETF Tr Hydrogen E

ETFs
Q2 2022 Filed on Aug 04, 2022
350
$14.63 - $20.75 $5.12K - $7.26K
NEU
Newmarket Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
12
$289.28 - $350.83 $3.47K - $4.21K
OSK
Oshkosh Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
22
$80.59 - $101.47 $1.77K - $2.23K
Cerner Corp
Q2 2022 Filed on Aug 04, 2022
16
N/A
POR
Portland General Electric CO

Utilities
Q2 2022 Filed on Aug 04, 2022
21
$45.4 - $56.97 $953 - $1.2K
Zynga Inc
Q2 2022 Filed on Aug 04, 2022
1,594
N/A
MWA
Mueller Water Products, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
177
$10.94 - $13.11 $1.94K - $2.32K
SAIC
Science Applications International Corp

Technology
Q2 2022 Filed on Aug 04, 2022
10
$80.48 - $94.75 $805 - $948
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 04, 2022
20
$3.17 - $6.17 $63.4 - $123
INFY
Infosys LTD

Technology
Q2 2022 Filed on Aug 04, 2022
2,311
$17.67 - $24.74 $40.8K - $57.2K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
24
$44.84 - $50.2 $1.08K - $1.2K
INCY
Incyte Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
100
$66.18 - $83.18 $6.62K - $8.32K
FFIN
First Financial Bankshares Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
22
$37.69 - $44.5 $829 - $979
FRME
First Merchants Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
40
$35.62 - $43.4 $1.42K - $1.74K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
131
$3.03 - $6.26 $397 - $820
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2022 Filed on Aug 04, 2022
121
$28.46 - $31.01 $3.44K - $3.75K
Iac Interactivecorp New
Q2 2022 Filed on Aug 04, 2022
116
N/A
THRM
Gentherm Inc

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

Technology
Q2 2022 Filed on Aug 04, 2022
13
$79.21 - $95.68 $1.03K - $1.24K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
101
$94.15 - $109.87 $9.51K - $11.1K
ERJ
Embraer S.A.

Industrials
Q2 2022 Filed on Aug 04, 2022
738
$8.45 - $13.27 $6.24K - $9.79K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
79
$141.59 - $168.66 $11.2K - $13.3K
ENIC
Enel Chile S.A.

Utilities
Q2 2022 Filed on Aug 04, 2022
2,778
$1.11 - $1.59 $3.08K - $4.42K
J
Jacobs Engineering Group Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
6
$118.69 - $148.16 $712 - $889
ENV
Envestnet, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
114
$52.71 - $83.57 $6.01K - $9.53K
IRDM
Iridium Communications Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
1,297
$33.3 - $42.49 $43.2K - $55.1K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
146
$1.44 - $3.98 $210 - $581
INDB
Independent Bank Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
15
$76.22 - $84.03 $1.14K - $1.26K
GL
Globe Life Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
10
$88.38 - $105.91 $884 - $1.06K
BLI
Berkeley Lights, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
26
$3.77 - $7.34 $98 - $191
AVUS
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 04, 2022
10
$63.84 - $77.62 $638 - $776
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