CWP
CONE

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 $887M AUM 42.63% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return