Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2022 Filed on Aug 04, 2022
121
$28.46 - $31.01 $3.44K - $3.75K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
80
$55.67 - $67.98 $4.45K - $5.44K
HUN
Huntsman Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
110
$27.4 - $37.61 $3.01K - $4.14K
ABM
Abm Industries Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
91
$38.37 - $53.54 $3.49K - $4.87K
EGHT
8 X8 Inc

Technology
Q2 2022 Filed on Aug 04, 2022
270
$5.15 - $13.31 $1.39K - $3.59K
FSLY
Fastly, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
22
$10.04 - $19.69 $221 - $433
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
283
$22.4 - $24.27 $6.34K - $6.87K
HDB
Hdfc Bank LTD

Financial Services
Q1 2022 Filed on Apr 20, 2022
6
$54.48 - $71.73 $327 - $430
EBC
Eastern Bankshares, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
706
$20.29 - $22.2 $14.3K - $15.7K
ARW
Arrow Electronics Inc

Technology
Q1 2022 Filed on Apr 20, 2022
7
$113.88 - $136.05 $797 - $952
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2022 Filed on Apr 20, 2022
66
$97.56 - $106.35 $6.44K - $7.02K
QURE
Uni Qure N.V.

Healthcare
Q1 2022 Filed on Apr 20, 2022
60
$14.54 - $21.5 $872 - $1.29K
PAGS
Pag Seguro Digital Ltd.

Technology
Q1 2022 Filed on Apr 20, 2022
111
$11.9 - $28.6 $1.32K - $3.17K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
600
$11.65 - $17.98 $6.99K - $10.8K
HFWA
Heritage Financial Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
123
$24.18 - $27.24 $2.97K - $3.35K
TSP
Tu Simple Holdings Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
212
$8.85 - $36.39 $1.88K - $7.71K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
1,955
$7.14 - $8.57 $14K - $16.8K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 20, 2022
4
$238.66 - $350.42 $955 - $1.4K
AURA
Aura Biosciences, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
150
$15.94 - $23.34 $2.39K - $3.5K
ITRI
Itron, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
39
$45.12 - $68.95 $1.76K - $2.69K
USEP
Innovator U.S. Equity Ultra Bu
Q1 2022 Filed on Apr 20, 2022
118
N/A
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on Apr 20, 2022
204
$8.76 - $11.69 $1.79K - $2.38K
KOPN
Kopin Corp

Technology
Q1 2022 Filed on Apr 20, 2022
450
$2.09 - $4.32 $940 - $1.94K
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
95
N/A
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2022 Filed on Apr 20, 2022
314
$29.97 - $31.65 $9.41K - $9.94K
EMBK
Embark Technology, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
200
$3.16 - $8.76 $632 - $1.75K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
Q1 2022 Filed on Apr 20, 2022
96
$47.83 - $52.29 $4.59K - $5.02K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2022 Filed on Apr 20, 2022
379
$27.5 - $28.55 $10.4K - $10.8K
Nuance Communications Inc
Q1 2022 Filed on Apr 20, 2022
500
N/A
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
49
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
Transamerica ETF Tr
Q1 2022 Filed on Apr 20, 2022
117
N/A
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
25
$89.34 - $157.99 $2.23K - $3.95K
NGVT
Ingevity Corp

Basic Materials
Q1 2022 Filed on Apr 20, 2022
19
$56.58 - $75.67 $1.08K - $1.44K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on Apr 20, 2022
115
$49.18 - $52.9 $5.66K - $6.08K
UBS
Ubs Group Ag

Financial Services
Q1 2022 Filed on Apr 20, 2022
24
$15.12 - $21.3 $363 - $511
FUBO
Fubo Tv Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
465
$6.17 - $16.2 $2.87K - $7.53K
SCCO
Southern Copper Corp

Basic Materials
Q1 2022 Filed on Apr 20, 2022
7
$61.41 - $77.66 $430 - $544
RIO
Rio Tinto PLC

Basic Materials
Q1 2022 Filed on Apr 20, 2022
68
$66.73 - $84.0 $4.54K - $5.71K
BBDC
Barings Bdc, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
468
$10.07 - $11.2 $4.71K - $5.24K
BANR
Banner Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
92
$56.31 - $66.33 $5.18K - $6.1K
WW
Ww International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
100
$9.08 - $16.84 $908 - $1.68K
BARK
Bark, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
2,500
$2.72 - $4.6 $6.8K - $11.5K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
25
$230.48 - $266.11 $5.76K - $6.65K
EDR
Endeavor Group Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
60
$25.21 - $34.81 $1.51K - $2.09K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2022 Filed on Apr 20, 2022
10
$27.51 - $30.04 $275 - $300
IIPR
Innovative Industrial Properties Inc

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

Technology
Q1 2022 Filed on Apr 20, 2022
7
$90.52 - $124.19 $634 - $869
DEUS
Xtrackers Russell Us Multifact

ETFs
Q1 2022 Filed on Apr 20, 2022
146
$43.05 - $48.32 $6.29K - $7.05K
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