CWP
CYBE

Concord Wealth Partners’s Cyberoptics Corp CYBE Stock Holding History

Concord Wealth Partners’s Portfolio CYBE Stock Details CYBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed -$1K – 1363
2021
Q3 		$1K Buy
25
+2
+9% +$81 ﹤0.01% 887
2021
Q2 		$1K Buy
+23
New +$714 ﹤0.01% 1027

Other funds holding CYBE

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's CYBE Position: Q4 2021 in Review

Concord Wealth Partners sold out of Cyberoptics Corp (CYBE) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in CYBE in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 80 funds tracked by Wall St. Rank hold CYBE as of Q4 2021.

  • Concord Wealth Partners reported no remaining Cyberoptics Corp position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Cyberoptics Corp shares in Q4 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in Cyberoptics Corp in Q2 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Cyberoptics Corp position peaked at $1K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Cyberoptics Corp as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.