Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EVOP
Evo Payments, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
599
$21.62 - $24.25 $13K - $14.5K
HCAT
Health Catalyst, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
76
$11.79 - $27.63 $896 - $2.1K
Fireeye Inc
Q2 2022 Filed on Aug 04, 2022
83
N/A
Companhia Paranaense Energ C
Q2 2022 Filed on Aug 04, 2022
1,485
N/A
Colony Cr Real Estate Inc
Q2 2022 Filed on Aug 04, 2022
1,002
N/A
Churchill Capital Corp Iv
Q2 2022 Filed on Aug 04, 2022
1,700
N/A
ETF Ser Solutions
Q2 2022 Filed on Aug 04, 2022
700
N/A
Thimble Point Acquisition CO
Q2 2022 Filed on Aug 04, 2022
5,000
N/A
Enel Americas S A
Q2 2022 Filed on Aug 04, 2022
355
N/A
Ault Global Holdings Inc
Q2 2022 Filed on Aug 04, 2022
1,000
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
14
$9.99 - $21.35 $140 - $299
Draftkings Inc
Q2 2022 Filed on Aug 04, 2022
854
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2022 Filed on Aug 04, 2022
59
$34.47 - $38.35 $2.03K - $2.26K
OVID
Ovid Therapeutics Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
210
$1.69 - $3.31 $355 - $695
General Electric CO
Q2 2022 Filed on Aug 04, 2022
2,535
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2022 Filed on Aug 04, 2022
130
$23.43 - $28.02 $3.05K - $3.64K
Marvell Technology Group LTD
Q2 2022 Filed on Aug 04, 2022
2,216
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q2 2022 Filed on Aug 04, 2022
813
$13.12 - $15.03 $10.7K - $12.2K
J P Morgan Exchange Traded F
Q2 2022 Filed on Aug 04, 2022
114
N/A
Spx Corp
Q2 2022 Filed on Aug 04, 2022
37
N/A
SGFY
Signify Health, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
115
$11.19 - $18.5 $1.29K - $2.13K
Seagate Technology PLC
Q2 2022 Filed on Aug 04, 2022
3,018
N/A
RPD
Rapid7, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
2
$61.71 - $116.47 $123 - $233
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2022 Filed on Aug 04, 2022
3
$49.92 - $55.16 $150 - $165
Ishares Gold Tr
Q2 2022 Filed on Aug 04, 2022
331
N/A
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
20
$107.95 - $168.01 $2.16K - $3.36K
ONB
Old National Bancorp

Financial Services
Q2 2022 Filed on Aug 04, 2022
81
$14.29 - $16.28 $1.16K - $1.32K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
22
$5.71 - $6.69 $126 - $147
TWNK
Hostess Brands, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
325
$19.34 - $23.89 $6.29K - $7.76K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
200
$51.43 - $62.92 $10.3K - $12.6K
Peoples United Financial Inc
Q2 2022 Filed on Aug 04, 2022
7,429
N/A
WSBC
Wesbanco Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
1,745
$31.02 - $35.13 $54.1K - $61.3K
EGHT
8 X8 Inc

Technology
Q2 2022 Filed on Aug 04, 2022
270
$5.15 - $13.31 $1.39K - $3.59K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
80
$55.67 - $67.98 $4.45K - $5.44K
CHNG
Change Healthcare Inc.
Q2 2022 Filed on Aug 04, 2022
45
$21.8 - $24.09 $981 - $1.08K
POWW
Ammo, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
792
$3.61 - $4.67 $2.86K - $3.7K
CAMP
Cal Amp Corp.

Technology
Q2 2022 Filed on Aug 04, 2022
206
$4.17 - $7.4 $859 - $1.52K
CRS
Carpenter Technology Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
24
$27.71 - $43.83 $665 - $1.05K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
3
$12.26 - $31.17 $36.8 - $93.5
ANET
Arista Networks, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
77
$90.42 - $142.75 $6.96K - $11K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
685
$6.23 - $11.12 $4.27K - $7.62K
CNMD
Conmed Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
21
$88.23 - $154.18 $1.85K - $3.24K
AVYA
Avaya Holdings Corp.

Technology
Q2 2022 Filed on Aug 04, 2022
38
$2.24 - $13.4 $85.1 - $509
AZRE
Azure Power Global LTD

Utilities
Q2 2022 Filed on Aug 04, 2022
267
$10.64 - $17.48 $2.84K - $4.67K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
279
$71.48 - $86.85 $19.9K - $24.2K
ACA
Arcosa, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
315
$45.43 - $58.0 $14.3K - $18.3K
HUN
Huntsman Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
110
$27.4 - $37.61 $3.01K - $4.14K
HQY
Healthequity, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
38
$54.14 - $71.62 $2.06K - $2.72K
CGNT
Cognyte Software Ltd.

Technology
Q2 2022 Filed on Aug 04, 2022
24
$4.25 - $11.66 $102 - $280
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