Concord Wealth Partners’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-599	Closed	-$14K	–	1420
2022 Q1	$14K	Hold	599	–	–	﹤0.01%	707
2021 Q4	$15K	Buy	599 +574	+2,296%	+$13.1K	﹤0.01%	706
2021 Q3	$1K	Sell	25 -806	-97%	-$21.4K	﹤0.01%	884
2021 Q2	$23K	Buy	831 +375	+82%	+$10.7K	0.01%	479
2021 Q1	$13K	Buy	456 +381	+508%	+$10.3K	﹤0.01%	551
2020 Q4	$2K	Buy	+75	New	+$1.88K	﹤0.01%	580

Other funds holding EVOP

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Concord Wealth Partners's EVOP Position: Q2 2022 in Review

Concord Wealth Partners sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q2 2022, closing a stake of 599 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in EVOP in Q4 2020 and held it in 6 quarters. The position peaked at $23K in Q2 2021. 136 funds tracked by Wall St. Rank hold EVOP as of Q2 2022.

Concord Wealth Partners reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 599 EVO Payments, Inc. Class A Common Stock shares in Q2 2022, an estimated $14K.
Concord Wealth Partners first reported a position in EVO Payments, Inc. Class A Common Stock in Q4 2020 and held it in 6 quarters.
Concord Wealth Partners's EVO Payments, Inc. Class A Common Stock position peaked at $23K in Q2 2021.
136 funds tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.