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Concord Wealth Partners’s Crane Co CR Stock Holding History

Concord Wealth Partners’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-85
Closed -$13.4K – 935
2024
Q3 		$13.4K Hold
85
– – ﹤0.01% 526
2024
Q2 		$12.3K Hold
85
– – ﹤0.01% 484
2024
Q1 		$11.5K Sell
85
-117
-58% -$14.4K ﹤0.01% 562
2023
Q4 		$23.9K Sell
202
-300
-60% -$30.2K ﹤0.01% 457
2023
Q3 		$44.6K Sell
502
-40
-7% -$3.56K 0.01% 396
2023
Q2 		$48.3K Buy
+542
New +$41.8K 0.01% 371

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's CR Position: Q4 2024 in Review

Concord Wealth Partners sold out of Crane Co (CR) in Q4 2024, closing a stake of 85 shares — an estimated $13.4K sold.

Concord Wealth Partners first reported a position in CR in Q2 2023 and held it in 6 quarters. The position peaked at $48.3K in Q2 2023. 468 funds tracked by Wall St. Rank hold CR as of Q4 2024.

  • Concord Wealth Partners reported no remaining Crane Co position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 85 Crane Co shares in Q4 2024, an estimated $13.4K.
  • Concord Wealth Partners first reported a position in Crane Co in Q2 2023 and held it in 6 quarters.
  • Concord Wealth Partners's Crane Co position peaked at $48.3K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held Crane Co as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.