Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
288
$87.2 - $114.05 $25.1K - $32.8K
LC
Lending Club Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
199
$11.69 - $16.41 $2.33K - $3.27K
FHI
Federated Hermes, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
47
$28.38 - $34.91 $1.33K - $1.64K
BLI
Berkeley Lights, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
26
$3.77 - $7.34 $98 - $191
EXEL
Exelixis, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
464
$17.44 - $23.16 $8.09K - $10.7K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q2 2022 Filed on Aug 04, 2022
30
$76.95 - $95.23 $2.31K - $2.86K
CYH
Community Health Systems Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
7
$3.75 - $11.94 $26.3 - $83.6
BE
Bloom Energy Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
311
$12.13 - $26.21 $3.77K - $8.15K
BILI
Bilibili Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
41
$18.69 - $32.19 $766 - $1.32K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
60
$21.5 - $28.98 $1.29K - $1.74K
AVUS
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 04, 2022
10
$63.84 - $77.62 $638 - $776
AYX
Alteryx, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
115
$44.27 - $74.6 $5.09K - $8.58K
HEI
Heico Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
7
$127.59 - $157.21 $893 - $1.1K
MAXN
Maxeon Solar Technologies, Ltd.

Technology
Q2 2022 Filed on Aug 04, 2022
112
$9.3 - $15.02 $1.04K - $1.68K
MCY
Mercury General Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
23
$43.44 - $56.14 $999 - $1.29K
JHG
Janus Henderson Group PLC

Financial Services
Q2 2022 Filed on Aug 04, 2022
34
$23.21 - $35.63 $789 - $1.21K
VRNS
Varonis Systems Inc

Technology
Q2 2022 Filed on Aug 04, 2022
130
$28.45 - $51.05 $3.7K - $6.64K
AVAV
Aero Vironment Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
84
$74.61 - $109.19 $6.27K - $9.17K
HNI
Hni Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
13
$33.17 - $39.34 $431 - $511
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
611
$7.48 - $11.02 $4.57K - $6.73K
KALU
Kaiser Aluminum Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
38
$70.87 - $104.58 $2.69K - $3.97K
CVBF
Cvb Financial Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
49
$22.56 - $25.29 $1.11K - $1.24K
FOUR
Shift4 Payments, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
7
$30.47 - $65.44 $213 - $458
IBRX
Immunity Bio, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
173
$2.68 - $6.14 $464 - $1.06K
BWXT
Bwx Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
23
$46.44 - $56.66 $1.07K - $1.3K
Sl Green Rlty Corp
Q2 2022 Filed on Aug 04, 2022
63
N/A
TTEK
Tetra Tech Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
11
$119.47 - $167.18 $1.31K - $1.84K
HQY
Healthequity, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
38
$54.14 - $71.62 $2.06K - $2.72K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Aug 04, 2022
5
$103.59 - $154.43 $518 - $772
MRCY
Mercury Systems Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
27
$54.24 - $66.04 $1.46K - $1.78K
Veoneer Inc
Q2 2022 Filed on Aug 04, 2022
1,794
N/A
VG
Vonage Holdings Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
290
$15.88 - $20.38 $4.61K - $5.91K
WAFD
Washington Federal Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
58
$29.79 - $33.2 $1.73K - $1.93K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
163
$6.54 - $9.31 $1.07K - $1.52K
ALE
Allete Inc

Utilities
Q2 2022 Filed on Aug 04, 2022
54
$56.8 - $65.33 $3.07K - $3.53K
AGYS
Agilysys Inc

Technology
Q2 2022 Filed on Aug 04, 2022
117
$32.41 - $47.27 $3.79K - $5.53K
EGIO
Edgio, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
337
$2.19 - $5.43 $738 - $1.83K
OGS
One Gas, Inc.

Utilities
Q2 2022 Filed on Aug 04, 2022
26
$77.44 - $91.88 $2.01K - $2.39K
XYL
Xylem Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
37
$72.91 - $90.3 $2.7K - $3.34K
RADA
Rada Electronic Industries LTD

Industrials
Q2 2022 Filed on Aug 04, 2022
158
$9.24 - $16.06 $1.46K - $2.54K
WDC
Western Digital Corp

Technology
Q2 2022 Filed on Aug 04, 2022
103
$44.83 - $62.86 $4.62K - $6.47K
OSIS
Osi Systems Inc

Technology
Q2 2022 Filed on Aug 04, 2022
13
$76.88 - $86.73 $999 - $1.13K
CERS
Cerus Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
454
$4.41 - $5.69 $2K - $2.58K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q2 2022 Filed on Aug 04, 2022
813
$13.12 - $15.03 $10.7K - $12.2K
Holicity Inc
Q2 2022 Filed on Aug 04, 2022
1,500
N/A
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
200
$51.43 - $62.92 $10.3K - $12.6K
ONB
Old National Bancorp

Financial Services
Q2 2022 Filed on Aug 04, 2022
81
$14.29 - $16.28 $1.16K - $1.32K
RPD
Rapid7, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
2
$61.71 - $116.47 $123 - $233
SGFY
Signify Health, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
115
$11.19 - $18.5 $1.29K - $2.13K
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