Concord Wealth Partners’s First Majestic Silver AG Stock Holding History

Concord Wealth Partners’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-751	Closed	-$5K	–	172
2022 Q2	$5K	Hold	751	–	–	﹤0.01%	803
2022 Q1	$10K	Hold	751	–	–	﹤0.01%	771
2021 Q4	$8K	Buy	+751	New	+$9.06K	﹤0.01%	825

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Concord Wealth Partners sold out of First Majestic Silver (AG) in Q3 2022, closing a stake of 751 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in AG in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 212 funds tracked by Wall St. Rank hold AG as of Q3 2022.

Concord Wealth Partners reported no remaining First Majestic Silver position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 751 First Majestic Silver shares in Q3 2022, an estimated $5K.
Concord Wealth Partners first reported a position in First Majestic Silver in Q4 2021 and held it in 3 quarters.
Concord Wealth Partners's First Majestic Silver position peaked at $10K in Q1 2022.
212 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2022.

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