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Concord Wealth Partners’s Brady Corp BRC Stock Holding History

Concord Wealth Partners’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19
Closed -$895 – 1021
2022
Q4 		$895 Buy
+19
New +$871 ﹤0.01% 1082
2022
Q3 		– Sell
-12
Closed -$1K – 280
2022
Q2 		$1K Sell
12
-83
-87% -$3.82K ﹤0.01% 1105
2022
Q1 		$4K Buy
95
+12
+14% +$586 ﹤0.01% 943
2021
Q4 		$4K Hold
83
– – ﹤0.01% 977
2021
Q3 		$4K Hold
83
– – ﹤0.01% 617
2021
Q2 		$5K Hold
83
– – ﹤0.01% 721
2021
Q1 		$4K Buy
+83
New +$4.34K ﹤0.01% 699

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's BRC Position: Q1 2023 in Review

Concord Wealth Partners sold out of Brady Corp (BRC) in Q1 2023, closing a stake of 19 shares — an estimated $895 sold.

Concord Wealth Partners first reported a position in BRC in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 199 funds tracked by Wall St. Rank hold BRC as of Q1 2023.

  • Concord Wealth Partners reported no remaining Brady Corp position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Brady Corp shares in Q1 2023, an estimated $895.
  • Concord Wealth Partners first reported a position in Brady Corp in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Brady Corp position peaked at $5K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Brady Corp as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.