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Concord Wealth Partners’s Fossil Group FOSL Stock Holding History

Concord Wealth Partners’s Portfolio FOSL Stock Details FOSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-275
Closed -$3K – 1318
2021
Q3 		$3K Sell
275
-102
-27% -$1.32K ﹤0.01% 681
2021
Q2 		$5K Buy
377
+1
+0.3% +$13 ﹤0.01% 732
2021
Q1 		$5K Buy
376
+303
+415% +$4.24K ﹤0.01% 666
2020
Q4 		$1K Buy
+73
New +$614 ﹤0.01% 619

Other funds holding FOSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return