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Concord Wealth Partners’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Concord Wealth Partners’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-93
Closed -$6.46K – 1097
2022
Q4 		$6.46K Buy
+93
New +$6.58K ﹤0.01% 710

Other funds holding GVIP

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concord Wealth Partners's GVIP Position: Q1 2023 in Review

Concord Wealth Partners sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q1 2023, closing a stake of 93 shares — an estimated $6.46K sold.

Concord Wealth Partners first reported a position in GVIP in Q4 2022 and held it in 1 quarter. The position peaked at $6.46K in Q4 2022. 33 funds tracked by Wall St. Rank hold GVIP as of Q1 2023.

  • Concord Wealth Partners reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 93 Goldman Sachs Hedge Industry VIP ETF shares in Q1 2023, an estimated $6.46K.
  • Concord Wealth Partners first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Goldman Sachs Hedge Industry VIP ETF position peaked at $6.46K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.