CWP
ACC

Concord Wealth Partners’s American Campus Communities, Inc. ACC Stock Holding History

Concord Wealth Partners’s Portfolio ACC Stock Details ACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-274
Closed -$18K – 1274
2022
Q2 		$18K Hold
274
– – ﹤0.01% 570
2022
Q1 		$15K Buy
+274
New +$14.7K ﹤0.01% 696

Other funds holding ACC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Concord Wealth Partners's ACC Position: Q3 2022 in Review

Concord Wealth Partners sold out of American Campus Communities, Inc. (ACC) in Q3 2022, closing a stake of 274 shares — an estimated $18K sold.

Concord Wealth Partners first reported a position in ACC in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 4 funds tracked by Wall St. Rank hold ACC as of Q3 2022.

  • Concord Wealth Partners reported no remaining American Campus Communities, Inc. position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 274 American Campus Communities, Inc. shares in Q3 2022, an estimated $18K.
  • Concord Wealth Partners first reported a position in American Campus Communities, Inc. in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's American Campus Communities, Inc. position peaked at $18K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held American Campus Communities, Inc. as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.