CWP
CMD

Concord Wealth Partners’s Cantel Medical Corporation CMD Stock Holding History

Concord Wealth Partners’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20
Closed -$2K – 1088
2020
Q4 		$2K Buy
+20
New +$1.17K ﹤0.01% 587

Other funds holding CMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Concord Wealth Partners's CMD Position: Q1 2021 in Review

Concord Wealth Partners sold out of Cantel Medical Corporation (CMD) in Q1 2021, closing a stake of 20 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in CMD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 234 funds tracked by Wall St. Rank hold CMD as of Q1 2021.

  • Concord Wealth Partners reported no remaining Cantel Medical Corporation position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 20 Cantel Medical Corporation shares in Q1 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in Cantel Medical Corporation in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Cantel Medical Corporation position peaked at $2K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.