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Concord Wealth Partners’s Fiverr FVRR Stock Holding History

Concord Wealth Partners’s Portfolio FVRR Stock Details FVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$489 – 896
2023
Q3 		$489 Sell
20
-15
-43% -$422 ﹤0.01% 983
2023
Q2 		$910 Hold
35
– – ﹤0.01% 957
2023
Q1 		$1.22K Hold
35
– – ﹤0.01% 872
2022
Q4 		$1.02K Buy
+35
New +$1.1K ﹤0.01% 1059

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MIFH
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Concord Wealth Partners's FVRR Position: Q4 2023 in Review

Concord Wealth Partners sold out of Fiverr (FVRR) in Q4 2023, closing a stake of 20 shares — an estimated $489 sold.

Concord Wealth Partners first reported a position in FVRR in Q4 2022 and held it in 4 quarters. The position peaked at $1.22K in Q1 2023. 223 funds tracked by Wall St. Rank hold FVRR as of Q4 2023.

  • Concord Wealth Partners reported no remaining Fiverr position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 20 Fiverr shares in Q4 2023, an estimated $489.
  • Concord Wealth Partners first reported a position in Fiverr in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Fiverr position peaked at $1.22K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Fiverr as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.