Concord Wealth Partners’s Bumble BMBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-50	Closed	-$2K	–	1291
2021 Q4	$2K	Buy	+50	New	+$2.13K	﹤0.01%	1103
2021 Q3	–	Sell	-38	Closed	-$2K	–	921
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	868
2021 Q1	$2K	Buy	+38	New	+$2.56K	﹤0.01%	803

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Concord Wealth Partners's BMBL Position: Q1 2022 in Review

Concord Wealth Partners sold out of Bumble (BMBL) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in BMBL in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 214 funds tracked by Wall St. Rank hold BMBL as of Q1 2022.

Concord Wealth Partners reported no remaining Bumble position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 50 Bumble shares in Q1 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Bumble in Q1 2021 and held it in 3 quarters.
Concord Wealth Partners's Bumble position peaked at $2K in Q4 2021.
214 funds tracked by Wall St. Rank held Bumble as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.