Concord Wealth Partners Closed Holding Positions

Concord Wealth Partners

  • $591 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JKS
Jinko Solar Holding Co., Ltd.

Technology
Q2 2021 Filed on Jul 29, 2021
28
$30.26 - $57.56 $847 - $1.61K
MFC
Manulife Financial Corp

Financial Services
Q2 2021 Filed on Jul 29, 2021
14,275
$19.35 - $22.16 $276K - $316K
SUNW
Sunworks, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
200
$7.53 - $17.0 $1.51K - $3.4K
BFB
Brown Forman Corp Cl B
Q2 2021 Filed on Jul 29, 2021
16
N/A
DNN
Denison Mines Corp.

Energy
Q2 2021 Filed on Jul 29, 2021
1,000
$0.98 - $1.5 $980 - $1.5K
DOYU
Dou Yu International Holdings LTD

Communication Services
Q2 2021 Filed on Jul 29, 2021
55
$6.84 - $10.66 $376 - $586
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2021 Filed on Jul 29, 2021
8
$51.54 - $52.44 $412 - $420
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
PWR
Quanta Services, Inc.

Industrials
Q2 2021 Filed on Jul 29, 2021
9
$85.91 - $100.6 $773 - $905
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 29, 2021
3
$253.55 - $293.44 $761 - $880
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Jul 29, 2021
17
$16.51 - $18.43 $281 - $313
Ihs Markit LTD
Q2 2021 Filed on Jul 29, 2021
3
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2021 Filed on Jul 29, 2021
200
$15.54 - $20.2 $3.11K - $4.04K
Northern Genesis Acquisition
Q2 2021 Filed on Jul 29, 2021
200
N/A
RGNX
Regenxbio Inc.

Healthcare
Q2 2021 Filed on Jul 29, 2021
25
$32.46 - $40.48 $812 - $1.01K
SYN
Synthetic Biologics, Inc.

Healthcare
Q2 2021 Filed on Jul 29, 2021
1,000
$4.6 - $7.2 $4.6K - $7.2K
Varian Med Sys Inc
Q2 2021 Filed on Jul 29, 2021
64
N/A
ZOM
Zomedica Corp.

Healthcare
Q2 2021 Filed on Jul 29, 2021
600
$0.72 - $1.46 $432 - $876
Bancorpsouth Bk Tupelo Miss
Q2 2021 Filed on Jul 29, 2021
399
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
2,000
$19.8 - $25.53 $39.6K - $51.1K
TT
Trane Technologies PLC

Industrials
Q2 2021 Filed on Jul 29, 2021
3
$165.44 - $187.54 $496 - $563
SYRS
Syros Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 29, 2021
97
$5.01 - $7.48 $486 - $726
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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2021 Filed on Jul 29, 2021
14,529
$54.58 - $55.46 $793K - $806K
Azurrx Biopharma Inc
Q2 2021 Filed on Jul 29, 2021
1,000
N/A
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
20
$86.23 - $125.19 $1.72K - $2.5K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q1 2021 Filed on May 13, 2021
335
$21.96 - $24.54 $7.36K - $8.22K
FSR
Fisker Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
150
$14.62 - $28.5 $2.19K - $4.28K
ATRC
Atri Cure, Inc.

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

Technology
Q1 2021 Filed on May 13, 2021
25
$117.56 - $166.82 $2.94K - $4.17K
USAS
Americas Gold & Silver Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
39
$2.1 - $3.4 $81.9 - $133
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
2
N/A
KRTX
Karuna Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5
$95.46 - $133.08 $477 - $665
Cantel Med Corp
Q1 2021 Filed on May 13, 2021
20
N/A
China Mobile Limited
Q1 2021 Filed on May 13, 2021
32
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
800
N/A
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
Biodelivery Sciences Intl In
Q1 2021 Filed on May 13, 2021
1,045
N/A
ACB
Aurora Cannabis Inc

Healthcare
Q1 2021 Filed on May 13, 2021
6
$8.96 - $18.92 $53.8 - $114
CYRX
Cryoport, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
24
$47.05 - $82.11 $1.13K - $1.97K
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
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