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Concord Wealth Partners’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Concord Wealth Partners’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-335
Closed -$7K – 1002
2020
Q4 		$7K Buy
+335
New +$6.97K 0.01% 383

Other funds holding BCI

Envestnet Asset Management
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concord Wealth Partners's BCI Position: Q1 2021 in Review

Concord Wealth Partners sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2021, closing a stake of 335 shares — an estimated $7K sold.

Concord Wealth Partners first reported a position in BCI in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 56 funds tracked by Wall St. Rank hold BCI as of Q1 2021.

  • Concord Wealth Partners reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 335 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2021, an estimated $7K.
  • Concord Wealth Partners first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $7K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.