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Concord Wealth Partners’s J&J Snack Foods JJSF Stock Holding History

Concord Wealth Partners’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-26
Closed -$4K – 663
2022
Q2 		$4K Buy
26
+21
+420% +$2.88K ﹤0.01% 874
2022
Q1 		$1K Buy
+5
New +$777 ﹤0.01% 1215

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Concord Wealth Partners's JJSF Position: Q3 2022 in Review

Concord Wealth Partners sold out of J&J Snack Foods (JJSF) in Q3 2022, closing a stake of 26 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in JJSF in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 215 funds tracked by Wall St. Rank hold JJSF as of Q3 2022.

  • Concord Wealth Partners reported no remaining J&J Snack Foods position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 26 J&J Snack Foods shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in J&J Snack Foods in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's J&J Snack Foods position peaked at $4K in Q2 2022.
  • 215 funds tracked by Wall St. Rank held J&J Snack Foods as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.