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Concord Wealth Partners’s IonQ IONQ Stock Holding History

Concord Wealth Partners’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$4.37K – 960
2024
Q3 		$4.37K Hold
500
– – ﹤0.01% 655
2024
Q2 		$3.52K Hold
500
– – ﹤0.01% 613
2024
Q1 		$5K Hold
500
– – ﹤0.01% 654
2023
Q4 		$6.2K Hold
500
– – ﹤0.01% 616
2023
Q3 		$7.44K Hold
500
– – ﹤0.01% 665
2023
Q2 		$6.76K Hold
500
– – ﹤0.01% 660
2023
Q1 		$3.08K Buy
+500
New +$2.34K ﹤0.01% 748

Other funds holding IONQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Concord Wealth Partners sold out of IonQ (IONQ) in Q4 2024, closing a stake of 500 shares — an estimated $4.37K sold.

Concord Wealth Partners first reported a position in IONQ in Q1 2023 and held it in 7 quarters. The position peaked at $7.44K in Q3 2023. 374 funds tracked by Wall St. Rank hold IONQ as of Q4 2024.

  • Concord Wealth Partners reported no remaining IonQ position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 500 IonQ shares in Q4 2024, an estimated $4.37K.
  • Concord Wealth Partners first reported a position in IonQ in Q1 2023 and held it in 7 quarters.
  • Concord Wealth Partners's IonQ position peaked at $7.44K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held IonQ as of Q4 2024.

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