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Concord Wealth Partners’s Integer Holdings ITGR Stock Holding History

Concord Wealth Partners’s Portfolio ITGR Stock Details ITGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$1.19K – 886
2024
Q4 		$1.19K Hold
9
– – ﹤0.01% 769
2024
Q3 		$1.17K Buy
+9
New +$1.1K ﹤0.01% 808

Other funds holding ITGR

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's ITGR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Integer Holdings (ITGR) in Q1 2025, closing a stake of 9 shares — an estimated $1.19K sold.

Concord Wealth Partners first reported a position in ITGR in Q3 2024 and held it in 2 quarters. The position peaked at $1.19K in Q4 2024. 361 funds tracked by Wall St. Rank hold ITGR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Integer Holdings position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Integer Holdings shares in Q1 2025, an estimated $1.19K.
  • Concord Wealth Partners first reported a position in Integer Holdings in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Integer Holdings position peaked at $1.19K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Integer Holdings as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.