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Concord Wealth Partners’s Harvard Bioscience HBIO Stock Holding History

Concord Wealth Partners’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75
Closed -$2.02K – 954
2024
Q3 		$2.02K Buy
+75
New +$2.21K ﹤0.01% 744
2024
Q2 		– Sell
-225
Closed -$9.54K – 877
2024
Q1 		$9.54K Buy
+225
New +$10.1K ﹤0.01% 576

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Concord Wealth Partners's HBIO Position: Q4 2024 in Review

Concord Wealth Partners sold out of Harvard Bioscience (HBIO) in Q4 2024, closing a stake of 75 shares — an estimated $2.02K sold.

Concord Wealth Partners first reported a position in HBIO in Q1 2024 and held it in 2 quarters. The position peaked at $9.54K in Q1 2024. 95 funds tracked by Wall St. Rank hold HBIO as of Q4 2024.

  • Concord Wealth Partners reported no remaining Harvard Bioscience position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 75 Harvard Bioscience shares in Q4 2024, an estimated $2.02K.
  • Concord Wealth Partners first reported a position in Harvard Bioscience in Q1 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Harvard Bioscience position peaked at $9.54K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.