Concord Wealth Partners’s CMC Materials, Inc. Common Stock CCMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16	Closed	-$3K	–	1278
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	980
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	1055
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	1091
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	796
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	935
2021 Q1	$3K	Hold	16	–	–	﹤0.01%	798
2020 Q4	$2K	Buy	+16	New	+$2.4K	﹤0.01%	588

Other funds holding CCMP

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Concord Wealth Partners's CCMP Position: Q3 2022 in Review

Concord Wealth Partners sold out of CMC Materials, Inc. Common Stock (CCMP) in Q3 2022, closing a stake of 16 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in CCMP in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 3 funds tracked by Wall St. Rank hold CCMP as of Q3 2022.

Concord Wealth Partners reported no remaining CMC Materials, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 16 CMC Materials, Inc. Common Stock shares in Q3 2022, an estimated $3K.
Concord Wealth Partners first reported a position in CMC Materials, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's CMC Materials, Inc. Common Stock position peaked at $3K in Q2 2022.
3 funds tracked by Wall St. Rank held CMC Materials, Inc. Common Stock as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.