CWP
GBNH

Concord Wealth Partners’s Greenbrook TMS Inc. Common Shares GBNH Stock Holding History

Concord Wealth Partners’s Portfolio GBNH Stock Details GBNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$473 – 1074
2023
Q1 		$473 Sell
500
-100
-17% -$156 ﹤0.01% 939
2022
Q4 		$1.16K Buy
+600
New +$1.63K ﹤0.01% 1032
2022
Q3 		– Sell
-700
Closed -$1K – 1243
2022
Q2 		$1K Hold
700
– – ﹤0.01% 1218
2022
Q1 		$3K Hold
700
– – ﹤0.01% 1052
2021
Q4 		$3K Hold
700
– – ﹤0.01% 1087
2021
Q3 		$5K Buy
+700
New +$7.4K ﹤0.01% 608

Other funds holding GBNH

MAM
Madryn Asset Management New York $34.1M AUM
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's GBNH Position: Q2 2023 in Review

Concord Wealth Partners sold out of Greenbrook TMS Inc. Common Shares (GBNH) in Q2 2023, closing a stake of 500 shares — an estimated $473 sold.

Concord Wealth Partners first reported a position in GBNH in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 11 funds tracked by Wall St. Rank hold GBNH as of Q2 2023.

  • Concord Wealth Partners reported no remaining Greenbrook TMS Inc. Common Shares position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 500 Greenbrook TMS Inc. Common Shares shares in Q2 2023, an estimated $473.
  • Concord Wealth Partners first reported a position in Greenbrook TMS Inc. Common Shares in Q3 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Greenbrook TMS Inc. Common Shares position peaked at $5K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Greenbrook TMS Inc. Common Shares as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.