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Concord Wealth Partners’s Grocery Outlet GO Stock Holding History

Concord Wealth Partners’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-56
Closed -$2K – 1021
2020
Q4 		$2K Buy
+56
New +$2.26K ﹤0.01% 530

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Kayne Anderson Rudnick Investment Management
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Capital Research Global Investors
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concord Wealth Partners's GO Position: Q1 2021 in Review

Concord Wealth Partners sold out of Grocery Outlet (GO) in Q1 2021, closing a stake of 56 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in GO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 218 funds tracked by Wall St. Rank hold GO as of Q1 2021.

  • Concord Wealth Partners reported no remaining Grocery Outlet position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 56 Grocery Outlet shares in Q1 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in Grocery Outlet in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Grocery Outlet position peaked at $2K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.