Concord Wealth Partners’s Daqo New Energy DQ Stock Holding History

Concord Wealth Partners’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8	Closed	-$309	–	1047
2022 Q4	$309	Buy	+8	New	+$392	﹤0.01%	1183
2022 Q3	–	Sell	-19	Closed	-$1K	–	403
2022 Q2	$1K	Sell	19 -36	-65%	-$1.79K	﹤0.01%	1119
2022 Q1	$2K	Hold	55	–	–	﹤0.01%	1084
2021 Q4	$2K	Buy	55 +7	+15%	+$407	﹤0.01%	1116
2021 Q3	$3K	Sell	48 -214	-82%	-$12.8K	﹤0.01%	676
2021 Q2	$17K	Buy	262 +235	+870%	+$16.9K	﹤0.01%	532
2021 Q1	$2K	Buy	+27	New	+$2.48K	﹤0.01%	818

Other funds holding DQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concord Wealth Partners's DQ Position: Q1 2023 in Review

Concord Wealth Partners sold out of Daqo New Energy (DQ) in Q1 2023, closing a stake of 8 shares — an estimated $309 sold.

Concord Wealth Partners first reported a position in DQ in Q1 2021 and held it in 7 quarters. The position peaked at $17K in Q2 2021. 215 funds tracked by Wall St. Rank hold DQ as of Q1 2023.

Concord Wealth Partners reported no remaining Daqo New Energy position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 8 Daqo New Energy shares in Q1 2023, an estimated $309.
Concord Wealth Partners first reported a position in Daqo New Energy in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's Daqo New Energy position peaked at $17K in Q2 2021.
215 funds tracked by Wall St. Rank held Daqo New Energy as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.