Concord Wealth Partners’s Arhaus ARHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$2.92K	–	1004
2022 Q4	$2.92K	Buy	+300	New	+$2.62K	﹤0.01%	868
2022 Q3	–	Sell	-300	Closed	-$1K	–	215
2022 Q2	$1K	Buy	+300	New	+$1.96K	﹤0.01%	1097
2022 Q1	–	Sell	-300	Closed	-$4K	–	1276
2021 Q4	$4K	Buy	+300	New	+$3.31K	﹤0.01%	973

Other funds holding ARHS

FCPV

FS Capital Partners VI Los Angeles, California $145M AUM 21.54% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

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

Concord Wealth Partners sold out of Arhaus (ARHS) in Q1 2023, closing a stake of 300 shares — an estimated $2.92K sold.

Concord Wealth Partners first reported a position in ARHS in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 106 funds tracked by Wall St. Rank hold ARHS as of Q1 2023.

Concord Wealth Partners reported no remaining Arhaus position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 300 Arhaus shares in Q1 2023, an estimated $2.92K.
Concord Wealth Partners first reported a position in Arhaus in Q4 2021 and held it in 3 quarters.
Concord Wealth Partners's Arhaus position peaked at $4K in Q4 2021.
106 funds tracked by Wall St. Rank held Arhaus as of Q1 2023.

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