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Concord Wealth Partners’s Aptiv APTV Stock Holding History

Concord Wealth Partners’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-113
Closed -$10.5K – 1001
2022
Q4 		$10.5K Buy
+113
New +$10.7K ﹤0.01% 626
2022
Q3 		– Sell
-185
Closed -$16K – 212
2022
Q2 		$16K Sell
185
-385
-68% -$39.3K ﹤0.01% 588
2022
Q1 		$68K Sell
570
-273
-32% -$36.3K 0.02% 373
2021
Q4 		$139K Buy
843
+566
+204% +$94.5K 0.03% 251
2021
Q3 		$41K Sell
277
-583
-68% -$90.8K 0.02% 250
2021
Q2 		$135K Buy
860
+221
+35% +$32.4K 0.04% 187
2021
Q1 		$88K Buy
639
+634
+12,680% +$92.2K 0.03% 237
2020
Q4 		$1K Buy
+5
New +$555 ﹤0.01% 597

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's APTV Position: Q1 2023 in Review

Concord Wealth Partners sold out of Aptiv (APTV) in Q1 2023, closing a stake of 113 shares — an estimated $10.5K sold.

Concord Wealth Partners first reported a position in APTV in Q4 2020 and held it in 8 quarters. The position peaked at $139K in Q4 2021. 774 funds tracked by Wall St. Rank hold APTV as of Q1 2023.

  • Concord Wealth Partners reported no remaining Aptiv position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 113 Aptiv shares in Q1 2023, an estimated $10.5K.
  • Concord Wealth Partners first reported a position in Aptiv in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Aptiv position peaked at $139K in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Aptiv as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.