Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $603 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Fortinet Inc
Q1 2022 Filed on Apr 20, 2022
200
N/A
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q1 2022 Filed on Apr 20, 2022
650
$4.8 - $6.91 $3.12K - $4.49K
NICE
Nice Ltd.

Technology
Q1 2022 Filed on Apr 20, 2022
55
$202.74 - $295.34 $11.2K - $16.2K
LAZ
Lazard LTD

Financial Services
Q1 2022 Filed on Apr 20, 2022
37
$32.17 - $46.39 $1.19K - $1.72K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 20, 2022
561
$44.64 - $55.71 $25K - $31.3K
ADT
Adt Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
42
$6.97 - $8.64 $293 - $363
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
BMBL
Bumble Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
50
$16.23 - $35.13 $812 - $1.76K
Cyrusone Inc
Q1 2022 Filed on Apr 20, 2022
151
N/A
NIU
Niu Technologies

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
60
$7.7 - $16.65 $462 - $999
CTIC
Cti Biopharma Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
3
$1.9 - $5.23 $5.7 - $15.7
CNO
Cno Financial Group, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
16
$22.63 - $26.21 $362 - $419
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
14
$39.62 - $69.97 $555 - $980
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on Apr 20, 2022
620
N/A
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
225
$5.7 - $9.3 $1.28K - $2.09K
First Midwest Bancorp Del
Q1 2022 Filed on Apr 20, 2022
72
N/A
B
Barnes Group Inc

Industrials
Q1 2022 Filed on Apr 20, 2022
27
$40.19 - $48.28 $1.09K - $1.3K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
70
$6.63 - $11.97 $464 - $838
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 20, 2022
200
N/A
Xilinx Inc
Q1 2022 Filed on Apr 20, 2022
157
N/A
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 20, 2022
360
N/A
TGTX
Tg Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
76
$15.2 - $35.51 $1.16K - $2.7K
COHR
Ii Vi Inc

Technology
Q4 2021 Filed on Jan 21, 2022
18
$248.31 - $268.21 $4.47K - $4.83K
QD
Qudian Inc.

Financial Services
Q4 2021 Filed on Jan 21, 2022
1,099
$0.89 - $1.86 $978 - $2.04K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2021 Filed on Jan 21, 2022
41
$24.99 - $69.96 $1.02K - $2.87K
KURA
Kura Oncology, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
53
$12.22 - $19.57 $648 - $1.04K
SOHU
Sohu.Com LTD

Communication Services
Q4 2021 Filed on Jan 21, 2022
210
$15.13 - $22.6 $3.18K - $4.75K
MCRB
Seres Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
53
$6.02 - $11.43 $319 - $606
Columbia Ppty Tr Inc
Q4 2021 Filed on Jan 21, 2022
751
N/A
Coresite Rlty Corp
Q4 2021 Filed on Jan 21, 2022
184
N/A
TREX
Trex CO Inc

Industrials
Q4 2021 Filed on Jan 21, 2022
38
$91.29 - $140.68 $3.47K - $5.35K
UNIT
Uniti Group Inc.

Real Estate
Q4 2021 Filed on Jan 21, 2022
295
$11.8 - $14.44 $3.48K - $4.26K
RIG
Transocean Ltd.

Energy
Q4 2021 Filed on Jan 21, 2022
14,508
$2.76 - $4.1 $40K - $59.5K
Dicerna Pharmaceuticals Inc
Q4 2021 Filed on Jan 21, 2022
59
N/A
Acceleron Pharma Inc
Q4 2021 Filed on Jan 21, 2022
16
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 21, 2022
4
N/A
FOSL
Fossil Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
275
$9.26 - $17.0 $2.55K - $4.68K
Medallia Inc
Q4 2021 Filed on Jan 21, 2022
300
N/A
TPTX
Turning Point Therapeutics, Inc.
Q4 2021 Filed on Jan 21, 2022
28
$35.48 - $67.33 $993 - $1.89K
CYBE
Cyberoptics Corp

Technology
Q4 2021 Filed on Jan 21, 2022
25
$34.54 - $48.49 $864 - $1.21K
AXDX
Accelerate Diagnostics, Inc

Healthcare
Q4 2021 Filed on Jan 21, 2022
289
$4.27 - $6.97 $1.23K - $2.01K
RBBN
Ribbon Communications Inc.

Communication Services
Q4 2021 Filed on Jan 21, 2022
793
$5.23 - $6.35 $4.15K - $5.04K
Flexion Therapeutics Inc
Q4 2021 Filed on Jan 21, 2022
6
N/A
FIXX
Homology Medicines, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
251
$3.64 - $7.78 $914 - $1.95K
ATNI
Atn International, Inc.

Communication Services
Q4 2021 Filed on Jan 21, 2022
6
$38.0 - $47.37 $228 - $284
Exone CO
Q4 2021 Filed on Jan 21, 2022
387
N/A
OCFT
Oneconnect Financial Technology Co., Ltd.

Technology
Q4 2021 Filed on Jan 21, 2022
41
$2.22 - $4.07 $91 - $167
NPTN
Neophotonics Corp

Technology
Q4 2021 Filed on Jan 21, 2022
157
$8.5 - $15.99 $1.33K - $2.51K
IDN
Intellicheck, Inc.

Technology
Q4 2021 Filed on Jan 21, 2022
157
$4.62 - $9.6 $725 - $1.51K
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