Concord Wealth Partners’s CyrusOne Inc Common Stock CONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-151	Closed	-$14K	–	1428
2021 Q4	$14K	Buy	151 +117	+344%	+$9.93K	﹤0.01%	725
2021 Q3	$3K	Buy	34 +22	+183%	+$1.66K	﹤0.01%	725
2021 Q2	$1K	Buy	+12	New	+$874	﹤0.01%	1031
2021 Q1	–	Sell	-6	Closed	–	–	1085
2020 Q4	$0	Buy	+6	New	+$435	﹤0.01%	696

Other funds holding CONE

JCM

Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Concord Wealth Partners's CONE Position: Q1 2022 in Review

Concord Wealth Partners sold out of CyrusOne Inc Common Stock (CONE) in Q1 2022, closing a stake of 151 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in CONE in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 3 funds tracked by Wall St. Rank hold CONE as of Q1 2022.

Concord Wealth Partners reported no remaining CyrusOne Inc Common Stock position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 151 CyrusOne Inc Common Stock shares in Q1 2022, an estimated $14K.
Concord Wealth Partners first reported a position in CyrusOne Inc Common Stock in Q4 2020 and held it in 4 quarters.
Concord Wealth Partners's CyrusOne Inc Common Stock position peaked at $14K in Q4 2021.
3 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.