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Concord Wealth Partners’s ABM Industries ABM Stock Holding History

Concord Wealth Partners’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-91
Closed -$4K – 1220
2022
Q1 		$4K Hold
91
– – ﹤0.01% 937
2021
Q4 		$4K Hold
91
– – ﹤0.01% 971
2021
Q3 		$4K Hold
91
– – ﹤0.01% 612
2021
Q2 		$4K Hold
91
– – ﹤0.01% 752
2021
Q1 		$5K Buy
+91
New +$3.99K ﹤0.01% 652

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Concord Wealth Partners's ABM Position: Q2 2022 in Review

Concord Wealth Partners sold out of ABM Industries (ABM) in Q2 2022, closing a stake of 91 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in ABM in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 263 funds tracked by Wall St. Rank hold ABM as of Q2 2022.

  • Concord Wealth Partners reported no remaining ABM Industries position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 91 ABM Industries shares in Q2 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in ABM Industries in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's ABM Industries position peaked at $5K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held ABM Industries as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.