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Concord Wealth Partners’s Bausch Health BHC Stock Holding History

Concord Wealth Partners’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-177
Closed -$1.42K – 858
2023
Q4 		$1.42K Hold
177
– – ﹤0.01% 743
2023
Q3 		$1.46K Hold
177
– – ﹤0.01% 911
2023
Q2 		$1.42K Hold
177
– – ﹤0.01% 908
2023
Q1 		$1.43K Hold
177
– – ﹤0.01% 857
2022
Q4 		$1.11K Buy
+177
New +$1.24K ﹤0.01% 1045
2022
Q2 		– Sell
-79
Closed -$2K – 1244
2022
Q1 		$2K Buy
+79
New +$1.93K ﹤0.01% 1068

Other funds holding BHC

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Concord Wealth Partners's BHC Position: Q1 2024 in Review

Concord Wealth Partners sold out of Bausch Health (BHC) in Q1 2024, closing a stake of 177 shares — an estimated $1.42K sold.

Concord Wealth Partners first reported a position in BHC in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 237 funds tracked by Wall St. Rank hold BHC as of Q1 2024.

  • Concord Wealth Partners reported no remaining Bausch Health position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 177 Bausch Health shares in Q1 2024, an estimated $1.42K.
  • Concord Wealth Partners first reported a position in Bausch Health in Q1 2022 and held it in 6 quarters.
  • Concord Wealth Partners's Bausch Health position peaked at $2K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Bausch Health as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.