CWP
EBC icon

Concord Wealth Partners’s Eastern Bankshares EBC Stock Holding History

Concord Wealth Partners’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-706
Closed -$14K – 1307
2021
Q4 		$14K Buy
+706
New +$14.7K ﹤0.01% 711

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concord Wealth Partners's EBC Position: Q1 2022 in Review

Concord Wealth Partners sold out of Eastern Bankshares (EBC) in Q1 2022, closing a stake of 706 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in EBC in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 212 funds tracked by Wall St. Rank hold EBC as of Q1 2022.

  • Concord Wealth Partners reported no remaining Eastern Bankshares position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 706 Eastern Bankshares shares in Q1 2022, an estimated $14K.
  • Concord Wealth Partners first reported a position in Eastern Bankshares in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Eastern Bankshares position peaked at $14K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.