Concord Wealth Partners’s Elme Communities ELME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-500	Closed	-$6.96K	–	867
2024 Q1	$6.96K	Hold	500	–	–	﹤0.01%	612
2023 Q4	$7.3K	Hold	500	–	–	﹤0.01%	602
2023 Q3	$6.82K	Hold	500	–	–	﹤0.01%	677
2023 Q2	$8.22K	Hold	500	–	–	﹤0.01%	634
2023 Q1	$8.93K	Sell	500 -650	-57%	-$11.9K	﹤0.01%	604
2022 Q4	$20.5K	Buy	+1,150	New	+$21.2K	0.01%	524
2022 Q3	–	Sell	-1,692	Closed	-$36K	–	432
2022 Q2	$36K	Hold	1,692	–	–	0.01%	424
2022 Q1	$43K	Buy	1,692 +392	+30%	+$9.66K	0.01%	467
2021 Q4	$34K	Hold	1,300	–	–	0.01%	523
2021 Q3	$32K	Hold	1,300	–	–	0.01%	293
2021 Q2	$30K	Hold	1,300	–	–	0.01%	425
2021 Q1	$29K	Sell	1,300 -200	-13%	-$4.57K	0.01%	417
2020 Q4	$32K	Buy	+1,500	New	+$32.1K	0.02%	258

Other funds holding ELME

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HCM

HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concord Wealth Partners's ELME Position: Q2 2024 in Review

Concord Wealth Partners sold out of Elme Communities (ELME) in Q2 2024, closing a stake of 500 shares — an estimated $6.96K sold.

Concord Wealth Partners first reported a position in ELME in Q4 2020 and held it in 13 quarters. The position peaked at $43K in Q1 2022. 226 funds tracked by Wall St. Rank hold ELME as of Q2 2024.

Concord Wealth Partners reported no remaining Elme Communities position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 500 Elme Communities shares in Q2 2024, an estimated $6.96K.
Concord Wealth Partners first reported a position in Elme Communities in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Elme Communities position peaked at $43K in Q1 2022.
226 funds tracked by Wall St. Rank held Elme Communities as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.