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Concord Wealth Partners’s Highwoods Properties HIW Stock Holding History

Concord Wealth Partners’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-84
Closed -$1.73K – 905
2023
Q3 		$1.73K Hold
84
– – ﹤0.01% 892
2023
Q2 		$2.01K Buy
+84
New +$1.86K ﹤0.01% 864
2023
Q1 		– Sell
-84
Closed -$2.35K – 1100
2022
Q4 		$2.35K Buy
+84
New +$2.33K ﹤0.01% 908
2022
Q3 		– Sell
-84
Closed -$3K – 569
2022
Q2 		$3K Buy
+84
New +$3.31K ﹤0.01% 943

Other funds holding HIW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Concord Wealth Partners sold out of Highwoods Properties (HIW) in Q4 2023, closing a stake of 84 shares — an estimated $1.73K sold.

Concord Wealth Partners first reported a position in HIW in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 305 funds tracked by Wall St. Rank hold HIW as of Q4 2023.

  • Concord Wealth Partners reported no remaining Highwoods Properties position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 84 Highwoods Properties shares in Q4 2023, an estimated $1.73K.
  • Concord Wealth Partners first reported a position in Highwoods Properties in Q2 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Highwoods Properties position peaked at $3K in Q2 2022.
  • 305 funds tracked by Wall St. Rank held Highwoods Properties as of Q4 2023.

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