Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

$603 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SUMO Sumo Logic, Inc. Technology	Q1 2021 Filed on May 13, 2021	61	$17.38 - $40.25 $1.06K - $2.46K
PTCT Ptc Therapeutics, Inc. Healthcare	Q1 2021 Filed on May 13, 2021	18	$46.8 - $68.92 $842 - $1.24K
HEXO Hexo Corp. Healthcare	Q1 2021 Filed on May 13, 2021	45	$4.0 - $10.28 $180 - $463
SMPL Simply Good Foods CO Consumer Defensive	Q1 2021 Filed on May 13, 2021	86	$27.01 - $34.71 $2.32K - $2.99K
Retail Pptys Amer Inc	Q1 2021 Filed on May 13, 2021	1,260	N/A
SABR Sabre Corp Consumer Cyclical	Q1 2021 Filed on May 13, 2021	153	$10.78 - $16.83 $1.65K - $2.57K
MSA Msa Safety Inc Industrials	Q1 2021 Filed on May 13, 2021	12	$146.1 - $172.48 $1.75K - $2.07K
MRTX Mirati Therapeutics, Inc. Healthcare	Q1 2021 Filed on May 13, 2021	12	$158.92 - $221.61 $1.91K - $2.66K
GO Grocery Outlet Holding Corp. Consumer Defensive	Q1 2021 Filed on May 13, 2021	56	$35.27 - $46.12 $1.98K - $2.58K
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
HTBI Home Trust Bancshares, Inc. Financial Services	Q1 2021 Filed on May 13, 2021	4,198	$19.57 - $25.82 $82.2K - $108K
INSM Insmed Inc Healthcare	Q1 2021 Filed on May 13, 2021	55	$32.28 - $44.3 $1.78K - $2.44K
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
KRTX Karuna Therapeutics, Inc. Healthcare	Q1 2021 Filed on May 13, 2021	5	$95.46 - $133.08 $477 - $665
KOD Kodiak Sciences Inc. Healthcare	Q1 2021 Filed on May 13, 2021	12	$110.45 - $164.47 $1.33K - $1.97K
LHCG Lhc Group, Inc Healthcare	Q1 2021 Filed on May 13, 2021	8	$173.12 - $221.64 $1.38K - $1.77K
RIDE Lordstown Motors Corp. Consumer Cyclical	Q1 2021 Filed on May 13, 2021	200	$11.34 - $30.75 $2.27K - $6.15K
0HVP.L Lumen Technologies, Inc. Telecommunication	Q1 2021 Filed on May 13, 2021	4,000	N/A
Virtusa Corp	Q1 2021 Filed on May 13, 2021	12	N/A
MEDP Medpace Holdings, Inc. Healthcare	Q1 2021 Filed on May 13, 2021	14	$132.02 - $168.26 $1.85K - $2.36K
RSI Rush Street Interactive, Inc. Consumer Cyclical	Q1 2021 Filed on May 13, 2021	148	$15.0 - $25.17 $2.22K - $3.73K

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