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Concord Wealth Partners’s Camping World CWH Stock Holding History

Concord Wealth Partners’s Portfolio CWH Stock Details CWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-129
Closed -$3.39K – 863
2023
Q4 		$3.39K Hold
129
– – ﹤0.01% 674
2023
Q3 		$2.63K Hold
129
– – ﹤0.01% 828
2023
Q2 		$3.88K Buy
+129
New +$3.25K ﹤0.01% 755
2023
Q1 		– Sell
-129
Closed -$2.88K – 1042
2022
Q4 		$2.88K Buy
+129
New +$3.35K ﹤0.01% 873
2022
Q3 		– Sell
-129
Closed -$3K – 363
2022
Q2 		$3K Hold
129
– – ﹤0.01% 925
2022
Q1 		$4K Hold
129
– – ﹤0.01% 948
2021
Q4 		$5K Buy
+129
New +$5.21K ﹤0.01% 934

Other funds holding CWH

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IP
Interval Partners New York $3.88B AUM 27.46% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Concord Wealth Partners sold out of Camping World (CWH) in Q1 2024, closing a stake of 129 shares — an estimated $3.39K sold.

Concord Wealth Partners first reported a position in CWH in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 219 funds tracked by Wall St. Rank hold CWH as of Q1 2024.

  • Concord Wealth Partners reported no remaining Camping World position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 129 Camping World shares in Q1 2024, an estimated $3.39K.
  • Concord Wealth Partners first reported a position in Camping World in Q4 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Camping World position peaked at $5K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Camping World as of Q1 2024.

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