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Concord Wealth Partners’s First Financial Bankshares FFIN Stock Holding History

Concord Wealth Partners’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22
Closed -$1K – 1273
2022
Q1 		$1K Hold
22
– – ﹤0.01% 1195
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1214
2021
Q3 		$1K Hold
22
– – ﹤0.01% 828
2021
Q2 		$1K Hold
22
– – ﹤0.01% 966
2021
Q1 		$1K Buy
+22
New +$957 ﹤0.01% 910

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Concord Wealth Partners sold out of First Financial Bankshares (FFIN) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in FFIN in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 288 funds tracked by Wall St. Rank hold FFIN as of Q2 2022.

  • Concord Wealth Partners reported no remaining First Financial Bankshares position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 22 First Financial Bankshares shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in First Financial Bankshares in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's First Financial Bankshares position peaked at $1K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2022.

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