Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2021 Filed on Jul 29, 2021
45
$97.54 - $103.68 $4.39K - $4.67K
Tcf Finl Corp
Q2 2021 Filed on Jul 29, 2021
167
N/A
TT
Trane Technologies PLC

Industrials
Q2 2021 Filed on Jul 29, 2021
3
$165.44 - $187.54 $496 - $563
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2021 Filed on Jul 29, 2021
8
$51.54 - $52.44 $412 - $420
Varian Med Sys Inc
Q2 2021 Filed on Jul 29, 2021
64
N/A
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 29, 2021
3
$253.55 - $293.44 $761 - $880
DOYU
Dou Yu International Holdings LTD

Communication Services
Q2 2021 Filed on Jul 29, 2021
55
$6.84 - $10.66 $376 - $586
Azurrx Biopharma Inc
Q2 2021 Filed on Jul 29, 2021
1,000
N/A
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Jul 29, 2021
3
$102.49 - $119.08 $307 - $357
Aphria Inc
Q2 2021 Filed on Jul 29, 2021
7
N/A
BNGO
Bionano Genomics, Inc.

Healthcare
Q2 2021 Filed on Jul 29, 2021
300
$44.1 - $84.0 $13.2K - $25.2K
BFB
Brown Forman Corp Cl B
Q2 2021 Filed on Jul 29, 2021
16
N/A
Bancorpsouth Bk Tupelo Miss
Q2 2021 Filed on Jul 29, 2021
399
N/A
DNN
Denison Mines Corp.

Energy
Q2 2021 Filed on Jul 29, 2021
1,000
$0.98 - $1.5 $980 - $1.5K
ACB
Aurora Cannabis Inc

Healthcare
Q1 2021 Filed on May 13, 2021
6
$8.96 - $18.92 $53.8 - $114
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q1 2021 Filed on May 13, 2021
335
$21.96 - $24.54 $7.36K - $8.22K
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
2
N/A
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
20
$86.23 - $125.19 $1.72K - $2.5K
ATRC
Atri Cure, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
8
$53.79 - $66.98 $430 - $536
FSR
Fisker Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
150
$14.62 - $28.5 $2.19K - $4.28K
Biodelivery Sciences Intl In
Q1 2021 Filed on May 13, 2021
1,045
N/A
China Mobile Limited
Q1 2021 Filed on May 13, 2021
32
N/A
Cantel Med Corp
Q1 2021 Filed on May 13, 2021
20
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
800
N/A
USAS
Americas Gold & Silver Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
39
$2.1 - $3.4 $81.9 - $133
CYRX
Cryoport, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
24
$47.05 - $82.11 $1.13K - $1.97K
China Telecom Corp LTD
Q1 2021 Filed on May 13, 2021
23
N/A
BBIO
Bridge Bio Pharma, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
33
$55.47 - $72.35 $1.83K - $2.39K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
6,000
$8.89 - $9.48 $53.3K - $56.9K
GEVO
Gevo, Inc.

Basic Materials
Q1 2021 Filed on May 13, 2021
1,000
$4.31 - $14.61 $4.31K - $14.6K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
56
$35.27 - $46.12 $1.98K - $2.58K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
1,832
$15.18 - $18.56 $27.8K - $34K
PING
Ping Identity Holding Corp.

Technology
Q1 2021 Filed on May 13, 2021
500
$21.41 - $36.25 $10.7K - $18.1K
PGNY
Progyny, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
32
$40.66 - $53.34 $1.3K - $1.71K
PRO
Pros Holdings, Inc.

Technology
Q1 2021 Filed on May 13, 2021
45
$41.73 - $49.89 $1.88K - $2.25K
PTCT
Ptc Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
18
$46.8 - $68.92 $842 - $1.24K
Retail Pptys Amer Inc
Q1 2021 Filed on May 13, 2021
1,260
N/A
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
148
$15.0 - $25.17 $2.22K - $3.73K
SABR
Sabre Corp

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
153
$10.78 - $16.83 $1.65K - $2.57K
SMPL
Simply Good Foods CO

Consumer Defensive
Q1 2021 Filed on May 13, 2021
86
$27.01 - $34.71 $2.32K - $2.99K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
2,500
$26.2 - $29.09 $65.5K - $72.7K
SUMO
Sumo Logic, Inc.

Technology
Q1 2021 Filed on May 13, 2021
61
$17.38 - $40.25 $1.06K - $2.46K
THR
Thermon Group Holdings, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
4
$14.59 - $22.16 $58.4 - $88.6
NVRO
Nevro Corp

Healthcare
Q1 2021 Filed on May 13, 2021
13
$132.81 - $182.18 $1.73K - $2.37K
NSTG
Nano String Technologies Inc

Healthcare
Q1 2021 Filed on May 13, 2021
10
$57.38 - $82.96 $574 - $830
HEXO
Hexo Corp.

Healthcare
Q1 2021 Filed on May 13, 2021
45
$4.0 - $10.28 $180 - $463
HTBI
Home Trust Bancshares, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
4,198
$19.57 - $25.82 $82.2K - $108K
IQ
I Qiyi, Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
54
$16.55 - $28.91 $894 - $1.56K
ISCV
Ishares Morningstar Small Cap

ETFs
Q1 2021 Filed on May 13, 2021
8
$46.06 - $59.09 $368 - $473
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