Concord Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-102	Closed	-$4.01K	–	1038
2023 Q2	$4.01K	Buy	102 +2	+2%	+$78	﹤0.01%	748
2023 Q1	$3.87K	Buy	100 +2	+2%	+$78	﹤0.01%	712
2022 Q4	$3.74K	Buy	+98	New	+$3.85K	﹤0.01%	822
2022 Q3	–	Sell	-95	Closed	-$3K	–	198
2022 Q2	$3K	Buy	95 +2	+2%	+$77	﹤0.01%	916
2022 Q1	$4K	Sell	93 -136	-59%	-$5K	﹤0.01%	941
2021 Q4	$8K	Buy	+229	New	+$7.76K	﹤0.01%	827

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's AMLP Position: Q3 2023 in Review

Concord Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 102 shares — an estimated $4.01K sold.

Concord Wealth Partners first reported a position in AMLP in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Concord Wealth Partners reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 102 Alerian MLP ETF shares in Q3 2023, an estimated $4.01K.
Concord Wealth Partners first reported a position in Alerian MLP ETF in Q4 2021 and held it in 6 quarters.
Concord Wealth Partners's Alerian MLP ETF position peaked at $8K in Q4 2021.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.