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Concord Wealth Partners’s Brenmiller Energy BNRG Stock Holding History

Concord Wealth Partners’s Portfolio BNRG Stock Details BNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$1.37K – 842
2023
Q3 		$1.37K Buy
+1
New +$1.4K ﹤0.01% 917

Other funds holding BNRG

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

Concord Wealth Partners sold out of Brenmiller Energy (BNRG) in Q4 2023, closing a stake of 1 share — an estimated $1.37K sold.

Concord Wealth Partners first reported a position in BNRG in Q3 2023 and held it in 1 quarter. The position peaked at $1.37K in Q3 2023. 2 funds tracked by Wall St. Rank hold BNRG as of Q4 2023.

  • Concord Wealth Partners reported no remaining Brenmiller Energy position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Brenmiller Energy share in Q4 2023, an estimated $1.37K.
  • Concord Wealth Partners first reported a position in Brenmiller Energy in Q3 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Brenmiller Energy position peaked at $1.37K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Brenmiller Energy as of Q4 2023.

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