Concord Wealth Partners’s Hudson Pacific Properties HPP Stock Holding History

Concord Wealth Partners’s Portfolio HPP Stock Details HPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22	Closed	-$1K	–	908
2023 Q3	$1K	Hold	22	–	–	﹤0.01%	944
2023 Q2	$637	Buy	+22	New	+$787	﹤0.01%	975
2023 Q1	–	Sell	-22	Closed	-$1.47K	–	1104
2022 Q4	$1.47K	Buy	+22	New	+$1.63K	﹤0.01%	1003
2022 Q3	–	Sell	-22	Closed	-$2K	–	577
2022 Q2	$2K	Buy	+22	New	+$3.25K	﹤0.01%	1024

Other funds holding HPP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Concord Wealth Partners sold out of Hudson Pacific Properties (HPP) in Q4 2023, closing a stake of 22 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in HPP in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 242 funds tracked by Wall St. Rank hold HPP as of Q4 2023.

Concord Wealth Partners reported no remaining Hudson Pacific Properties position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 22 Hudson Pacific Properties shares in Q4 2023, an estimated $1K.
Concord Wealth Partners first reported a position in Hudson Pacific Properties in Q2 2022 and held it in 4 quarters.
Concord Wealth Partners's Hudson Pacific Properties position peaked at $2K in Q2 2022.
242 funds tracked by Wall St. Rank held Hudson Pacific Properties as of Q4 2023.

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