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Concord Wealth Partners’s Kodiak Sciences KOD Stock Holding History

Concord Wealth Partners’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12
Closed -$2K – 1038
2020
Q4 		$2K Buy
+12
New +$1.34K ﹤0.01% 540

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concord Wealth Partners's KOD Position: Q1 2021 in Review

Concord Wealth Partners sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

  • Concord Wealth Partners reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 12 Kodiak Sciences shares in Q1 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Kodiak Sciences position peaked at $2K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.