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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's CPB Position: Q1 2024 in Review

Concord Wealth Partners sold out of Campbell Soup (CPB) in Q1 2024, closing a stake of 3,698 shares — an estimated $160K sold.

Concord Wealth Partners first reported a position in CPB in Q4 2020 and held it in 4 quarters. The position peaked at $160K in Q4 2023. 632 funds tracked by Wall St. Rank hold CPB as of Q1 2024.

  • Concord Wealth Partners reported no remaining Campbell Soup position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 3,698 Campbell Soup shares in Q1 2024, an estimated $160K.
  • Concord Wealth Partners first reported a position in Campbell Soup in Q4 2020 and held it in 4 quarters.
  • Concord Wealth Partners's Campbell Soup position peaked at $160K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.