Concord Wealth Partners’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13	Closed	-$937	–	1012
2022 Q4	$937	Buy	+13	New	+$925	﹤0.01%	1073

Other funds holding BC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

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

Concord Wealth Partners sold out of Brunswick (BC) in Q1 2023, closing a stake of 13 shares — an estimated $937 sold.

Concord Wealth Partners first reported a position in BC in Q4 2022 and held it in 1 quarter. The position peaked at $937 in Q4 2022. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

Concord Wealth Partners reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 13 Brunswick shares in Q1 2023, an estimated $937.
Concord Wealth Partners first reported a position in Brunswick in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's Brunswick position peaked at $937 in Q4 2022.
404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

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