CWP
BFS

Concord Wealth Partners’s Saul Centers BFS Stock Holding History

Concord Wealth Partners’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$110 – 963
2024
Q2 		$110 Buy
+3
New +$110 ﹤0.01% 806

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Concord Wealth Partners's BFS Position: Q3 2024 in Review

Concord Wealth Partners sold out of Saul Centers (BFS) in Q3 2024, closing a stake of 3 shares — an estimated $110 sold.

Concord Wealth Partners first reported a position in BFS in Q2 2024 and held it in 1 quarter. The position peaked at $110 in Q2 2024. 166 funds tracked by Wall St. Rank hold BFS as of Q3 2024.

  • Concord Wealth Partners reported no remaining Saul Centers position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Saul Centers shares in Q3 2024, an estimated $110.
  • Concord Wealth Partners first reported a position in Saul Centers in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Saul Centers position peaked at $110 in Q2 2024.
  • 166 funds tracked by Wall St. Rank held Saul Centers as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.