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Concord Wealth Partners’s Global X Blockchain ETF BKCH Stock Holding History

Concord Wealth Partners’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14
Closed -$326 – 835
2023
Q3 		$326 Hold
14
– – ﹤0.01% 1000
2023
Q2 		$432 Hold
14
– – ﹤0.01% 996
2023
Q1 		$311 Hold
14
– – ﹤0.01% 951
2022
Q4 		$180 Buy
+14
New +$263 ﹤0.01% 1209

Other funds holding BKCH

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Concord Wealth Partners's BKCH Position: Q4 2023 in Review

Concord Wealth Partners sold out of Global X Blockchain ETF (BKCH) in Q4 2023, closing a stake of 14 shares — an estimated $326 sold.

Concord Wealth Partners first reported a position in BKCH in Q4 2022 and held it in 4 quarters. The position peaked at $432 in Q2 2023. 40 funds tracked by Wall St. Rank hold BKCH as of Q4 2023.

  • Concord Wealth Partners reported no remaining Global X Blockchain ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 14 Global X Blockchain ETF shares in Q4 2023, an estimated $326.
  • Concord Wealth Partners first reported a position in Global X Blockchain ETF in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Global X Blockchain ETF position peaked at $432 in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.