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Concord Wealth Partners’s Fortune Brands Innovations FBIN Stock Holding History

Concord Wealth Partners’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-97
Closed -$5.56K – 1074
2022
Q4 		$5.56K Buy
+97
New +$5.1K ﹤0.01% 737
2022
Q3 		– Sell
-307
Closed -$16K – 480
2022
Q2 		$16K Buy
307
+213
+227% +$12.5K ﹤0.01% 592
2022
Q1 		$6K Buy
94
+86
+1,075% +$6.61K ﹤0.01% 868
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1211
2021
Q3 		$1K Hold
8
– – ﹤0.01% 824
2021
Q2 		$1K Hold
8
– – ﹤0.01% 964
2021
Q1 		$1K Sell
8
-3
-27% -$227 ﹤0.01% 908
2020
Q4 		$1K Buy
+11
New +$802 ﹤0.01% 618

Other funds holding FBIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Concord Wealth Partners sold out of Fortune Brands Innovations (FBIN) in Q1 2023, closing a stake of 97 shares — an estimated $5.56K sold.

Concord Wealth Partners first reported a position in FBIN in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q2 2022. 549 funds tracked by Wall St. Rank hold FBIN as of Q1 2023.

  • Concord Wealth Partners reported no remaining Fortune Brands Innovations position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 97 Fortune Brands Innovations shares in Q1 2023, an estimated $5.56K.
  • Concord Wealth Partners first reported a position in Fortune Brands Innovations in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Fortune Brands Innovations position peaked at $16K in Q2 2022.
  • 549 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2023.

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