Concord Wealth Partners’s Euronet Worldwide EEFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29	Closed	-$2.3K	–	872
2023 Q3	$2.3K	Hold	29	–	–	﹤0.01%	853
2023 Q2	$3.4K	Hold	29	–	–	﹤0.01%	784
2023 Q1	$3.25K	Hold	29	–	–	﹤0.01%	740
2022 Q4	$2.74K	Buy	+29	New	+$2.51K	﹤0.01%	886
2022 Q3	–	Sell	-29	Closed	-$3K	–	418
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	927
2022 Q1	$4K	Hold	29	–	–	﹤0.01%	954
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	1040
2021 Q3	$4K	Hold	29	–	–	﹤0.01%	622
2021 Q2	$4K	Hold	29	–	–	﹤0.01%	761
2021 Q1	$4K	Buy	+29	New	+$4.19K	﹤0.01%	708

Other funds holding EEFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Concord Wealth Partners's EEFT Position: Q4 2023 in Review

Concord Wealth Partners sold out of Euronet Worldwide (EEFT) in Q4 2023, closing a stake of 29 shares — an estimated $2.3K sold.

Concord Wealth Partners first reported a position in EEFT in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 349 funds tracked by Wall St. Rank hold EEFT as of Q4 2023.

Concord Wealth Partners reported no remaining Euronet Worldwide position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 29 Euronet Worldwide shares in Q4 2023, an estimated $2.3K.
Concord Wealth Partners first reported a position in Euronet Worldwide in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Euronet Worldwide position peaked at $4K in Q1 2022.
349 funds tracked by Wall St. Rank held Euronet Worldwide as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.