Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q2 2022 Filed on Aug 04, 2022
955
$28.89 - $35.38 $27.6K - $33.8K
ABM
Abm Industries Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
91
$38.37 - $53.54 $3.49K - $4.87K
ATRA
Atara Biotherapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
50
$4.69 - $9.84 $235 - $492
Cerner Corp
Q2 2022 Filed on Aug 04, 2022
16
N/A
Crane CO
Q2 2022 Filed on Aug 04, 2022
490
N/A
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
55
$35.02 - $41.45 $1.93K - $2.28K
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
288
$87.2 - $114.05 $25.1K - $32.8K
PSFE
Paysafe LTD

Technology
Q2 2022 Filed on Aug 04, 2022
336
$1.91 - $3.55 $642 - $1.19K
UBS
Ubs Group Ag

Financial Services
Q1 2022 Filed on Apr 20, 2022
24
$15.12 - $21.3 $363 - $511
SCCO
Southern Copper Corp

Basic Materials
Q1 2022 Filed on Apr 20, 2022
7
$61.41 - $77.66 $430 - $544
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 20, 2022
360
N/A
ADT
Adt Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
42
$6.97 - $8.64 $293 - $363
NICE
Nice Ltd.

Technology
Q1 2022 Filed on Apr 20, 2022
55
$202.74 - $295.34 $11.2K - $16.2K
CNO
Cno Financial Group, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
16
$22.63 - $26.21 $362 - $419
AURA
Aura Biosciences, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
150
$15.94 - $23.34 $2.39K - $3.5K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 20, 2022
31,124
$54.28 - $58.95 $1.69M - $1.83M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
14
$39.62 - $69.97 $555 - $980
LAZ
Lazard LTD

Financial Services
Q1 2022 Filed on Apr 20, 2022
37
$32.17 - $46.39 $1.19K - $1.72K
EDR
Endeavor Group Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
60
$25.21 - $34.81 $1.51K - $2.09K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
70
$6.63 - $11.97 $464 - $838
WW
Ww International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
100
$9.08 - $16.84 $908 - $1.68K
Cyrusone Inc
Q1 2022 Filed on Apr 20, 2022
151
N/A
RIO
Rio Tinto PLC

Basic Materials
Q1 2022 Filed on Apr 20, 2022
68
$66.73 - $84.0 $4.54K - $5.71K
PAGS
Pag Seguro Digital Ltd.

Technology
Q1 2022 Filed on Apr 20, 2022
111
$11.9 - $28.6 $1.32K - $3.17K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
225
$5.7 - $9.3 $1.28K - $2.09K
CTIC
Cti Biopharma Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
3
$1.9 - $5.23 $5.7 - $15.7
DEUS
Xtrackers Russell Us Multifact

ETFs
Q1 2022 Filed on Apr 20, 2022
146
$43.05 - $48.32 $6.29K - $7.05K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2022 Filed on Apr 20, 2022
11
$177.54 - $248.9 $1.95K - $2.74K
BARK
Bark, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
2,500
$2.72 - $4.6 $6.8K - $11.5K
EBC
Eastern Bankshares, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
706
$20.29 - $22.2 $14.3K - $15.7K
TSP
Tu Simple Holdings Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
212
$8.85 - $36.39 $1.88K - $7.71K
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
49
N/A
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
117
N/A
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
205
$34.67 - $44.27 $7.11K - $9.08K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
600
$11.65 - $17.98 $6.99K - $10.8K
Xilinx Inc
Q1 2022 Filed on Apr 20, 2022
157
N/A
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
Q1 2022 Filed on Apr 20, 2022
96
$47.83 - $52.29 $4.59K - $5.02K
NIU
Niu Technologies

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
60
$7.7 - $16.65 $462 - $999
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
95
N/A
NGL
Ngl Energy Partners LP

Energy
Q1 2022 Filed on Apr 20, 2022
12,399
$1.92 - $2.7 $23.8K - $33.5K
EMBK
Embark Technology, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
200
$3.16 - $8.76 $632 - $1.75K
BMBL
Bumble Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
50
$16.23 - $35.13 $812 - $1.76K
BANR
Banner Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
92
$56.31 - $66.33 $5.18K - $6.1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
25
$230.48 - $266.11 $5.76K - $6.65K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2022 Filed on Apr 20, 2022
10
$27.51 - $30.04 $275 - $300
B
Barnes Group Inc

Industrials
Q1 2022 Filed on Apr 20, 2022
27
$40.19 - $48.28 $1.09K - $1.3K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2022 Filed on Apr 20, 2022
314
$29.97 - $31.65 $9.41K - $9.94K
First Midwest Bancorp Del
Q1 2022 Filed on Apr 20, 2022
72
N/A
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 20, 2022
4
$238.66 - $350.42 $955 - $1.4K
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