Concord Wealth Partners’s Korea Electric Power KEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-138	Closed	-$1K	–	971
2021 Q2	$1K	Buy	+138	New	+$1.52K	﹤0.01%	980

Other funds holding KEP

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Concord Wealth Partners sold out of Korea Electric Power (KEP) in Q3 2021, closing a stake of 138 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in KEP in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 66 funds tracked by Wall St. Rank hold KEP as of Q3 2021.

Concord Wealth Partners reported no remaining Korea Electric Power position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 138 Korea Electric Power shares in Q3 2021, an estimated $1K.
Concord Wealth Partners first reported a position in Korea Electric Power in Q2 2021 and held it in 1 quarter.
Concord Wealth Partners's Korea Electric Power position peaked at $1K in Q2 2021.
66 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2021.

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