CWP
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Concord Wealth Partners’s Campbell Soup CPB Stock Holding History

Concord Wealth Partners’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,698
Closed -$160K – 860
2023
Q4 		$160K Buy
3,698
+1,780
+93% +$73.2K 0.03% 224
2023
Q3 		$78.8K Buy
+1,918
New +$83.9K 0.02% 314
2021
Q2 		– Sell
-5
Closed – – 1054
2021
Q1 		$0 Buy
5
+4
+400% +$191 ﹤0.01% 1007
2020
Q4 		$0 Buy
+1
New +$48 ﹤0.01% 686

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM