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Concord Wealth Partners’s Keysight KEYS Stock Holding History

Concord Wealth Partners’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,158
Closed -$184K – 882
2023
Q4 		$184K Buy
1,158
+550
+90% +$74.7K 0.04% 204
2023
Q3 		$80.4K Buy
+608
New +$90K 0.02% 312
2022
Q2 		– Sell
-12
Closed -$2K – 1309
2022
Q1 		$2K Buy
+12
New +$2K ﹤0.01% 1104
2021
Q2 		– Sell
-3
Closed – – 1078
2021
Q1 		$0 Buy
+3
New +$425 ﹤0.01% 1037

Other funds holding KEYS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's KEYS Position: Q1 2024 in Review

Concord Wealth Partners sold out of Keysight (KEYS) in Q1 2024, closing a stake of 1,158 shares — an estimated $184K sold.

Concord Wealth Partners first reported a position in KEYS in Q1 2021 and held it in 4 quarters. The position peaked at $184K in Q4 2023. 866 funds tracked by Wall St. Rank hold KEYS as of Q1 2024.

  • Concord Wealth Partners reported no remaining Keysight position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 1,158 Keysight shares in Q1 2024, an estimated $184K.
  • Concord Wealth Partners first reported a position in Keysight in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Keysight position peaked at $184K in Q4 2023.
  • 866 funds tracked by Wall St. Rank held Keysight as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.