CWP
IEC

Concord Wealth Partners’s IEC Electronics Corp. IEC Stock Holding History

Concord Wealth Partners’s Portfolio IEC Stock Details IEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-325
Closed -$3K – 1073
2021
Q2 		$3K Hold
325
– – ﹤0.01% 856
2021
Q1 		$4K Buy
+325
New +$4.48K ﹤0.01% 742

Other funds holding IEC

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Concord Wealth Partners's IEC Position: Q3 2021 in Review

Concord Wealth Partners sold out of IEC Electronics Corp. (IEC) in Q3 2021, closing a stake of 325 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in IEC in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 46 funds tracked by Wall St. Rank hold IEC as of Q3 2021.

  • Concord Wealth Partners reported no remaining IEC Electronics Corp. position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 325 IEC Electronics Corp. shares in Q3 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in IEC Electronics Corp. in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's IEC Electronics Corp. position peaked at $4K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held IEC Electronics Corp. as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.