Concord Wealth Partners’s Elbit Systems ESLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7	Closed	-$1.15K	–	1059
2022 Q4	$1.15K	Buy	+7	New	+$1.31K	﹤0.01%	1037
2022 Q3	–	Sell	-27	Closed	-$6K	–	453
2022 Q2	$6K	Sell	27 -114	-81%	-$23.9K	﹤0.01%	777
2022 Q1	$31K	Sell	141 -21	-13%	-$3.96K	0.01%	529
2021 Q4	$28K	Buy	162 +36	+29%	+$5.58K	0.01%	570
2021 Q3	$18K	Sell	126 -3	-2%	-$414	0.01%	392
2021 Q2	$17K	Sell	129 -33	-20%	-$4.48K	﹤0.01%	533
2021 Q1	$23K	Buy	162 +147	+980%	+$20.1K	0.01%	453
2020 Q4	$2K	Buy	+15	New	+$1.81K	﹤0.01%	527

Other funds holding ESLT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Concord Wealth Partners sold out of Elbit Systems (ESLT) in Q1 2023, closing a stake of 7 shares — an estimated $1.15K sold.

Concord Wealth Partners first reported a position in ESLT in Q4 2020 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 150 funds tracked by Wall St. Rank hold ESLT as of Q1 2023.

Concord Wealth Partners reported no remaining Elbit Systems position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 7 Elbit Systems shares in Q1 2023, an estimated $1.15K.
Concord Wealth Partners first reported a position in Elbit Systems in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's Elbit Systems position peaked at $31K in Q1 2022.
150 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2023.

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