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Concord Wealth Partners’s American Resources Corp AREC Stock Holding History

Concord Wealth Partners’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$1K – 906
2021
Q2 		$1K Hold
500
– – ﹤0.01% 939
2021
Q1 		$2K Buy
+500
New +$2.03K ﹤0.01% 801

Other funds holding AREC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's AREC Position: Q3 2021 in Review

Concord Wealth Partners sold out of American Resources Corp (AREC) in Q3 2021, closing a stake of 500 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in AREC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 31 funds tracked by Wall St. Rank hold AREC as of Q3 2021.

  • Concord Wealth Partners reported no remaining American Resources Corp position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 500 American Resources Corp shares in Q3 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in American Resources Corp in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's American Resources Corp position peaked at $2K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.