Concord Wealth Partners’s DXC Technology DXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-45	Closed	-$1.2K	–	1049
2023 Q2	$1.2K	Hold	45	–	–	﹤0.01%	927
2023 Q1	$1.15K	Hold	45	–	–	﹤0.01%	881
2022 Q4	$1.19K	Buy	+45	New	+$1.25K	﹤0.01%	1030
2022 Q3	–	Sell	-993	Closed	-$30K	–	411
2022 Q2	$30K	Buy	993 +624	+169%	+$19.4K	0.01%	450
2022 Q1	$12K	Sell	369 -167	-31%	-$5.52K	﹤0.01%	725
2021 Q4	$17K	Buy	+536	New	+$17.5K	﹤0.01%	676
2021 Q3	–	Sell	-68	Closed	-$3K	–	938
2021 Q2	$3K	Buy	+68	New	+$2.43K	﹤0.01%	810

Other funds holding DXC

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

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

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

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's DXC Position: Q3 2023 in Review

Concord Wealth Partners sold out of DXC Technology (DXC) in Q3 2023, closing a stake of 45 shares — an estimated $1.2K sold.

Concord Wealth Partners first reported a position in DXC in Q2 2021 and held it in 7 quarters. The position peaked at $30K in Q2 2022. 429 funds tracked by Wall St. Rank hold DXC as of Q3 2023.

Concord Wealth Partners reported no remaining DXC Technology position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 45 DXC Technology shares in Q3 2023, an estimated $1.2K.
Concord Wealth Partners first reported a position in DXC Technology in Q2 2021 and held it in 7 quarters.
Concord Wealth Partners's DXC Technology position peaked at $30K in Q2 2022.
429 funds tracked by Wall St. Rank held DXC Technology as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.