CWP
CNH

Concord Wealth Partners’s CNH Industrial CNH Stock Holding History

Concord Wealth Partners’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-335
Closed -$4.05K – 1046
2023
Q3 		$4.05K Hold
335
– – ﹤0.01% 755
2023
Q2 		$4.82K Hold
335
– – ﹤0.01% 713
2023
Q1 		$5.12K Hold
335
– – ﹤0.01% 666
2022
Q4 		$5.38K Buy
+335
New +$4.83K ﹤0.01% 745
2022
Q3 		– Sell
-335
Closed -$4K – 1211
2022
Q2 		$4K Hold
335
– – ﹤0.01% 903
2022
Q1 		$5K Sell
335
-50
-13% -$777 ﹤0.01% 933
2021
Q4 		$7K Hold
385
– – ﹤0.01% 886
2021
Q3 		$6K Hold
385
– – ﹤0.01% 567
2021
Q2 		$6K Buy
+385
New +$5.5K ﹤0.01% 717

Other funds holding CNH

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return