CWP
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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
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $645B AUM 30.41% 1-Year Est. Return
IP
Interval Partners New York $2.91B AUM 27.38% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return