Concord Wealth Partners’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-39	Closed	-$897	–	992
2024 Q2	$897	Buy	+39	New	+$942	﹤0.01%	733

Other funds holding KSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Concord Wealth Partners's KSS Position: Q3 2024 in Review

Concord Wealth Partners sold out of Kohl's (KSS) in Q3 2024, closing a stake of 39 shares — an estimated $897 sold.

Concord Wealth Partners first reported a position in KSS in Q2 2024 and held it in 1 quarter. The position peaked at $897 in Q2 2024. 375 funds tracked by Wall St. Rank hold KSS as of Q3 2024.

Concord Wealth Partners reported no remaining Kohl's position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 39 Kohl's shares in Q3 2024, an estimated $897.
Concord Wealth Partners first reported a position in Kohl's in Q2 2024 and held it in 1 quarter.
Concord Wealth Partners's Kohl's position peaked at $897 in Q2 2024.
375 funds tracked by Wall St. Rank held Kohl's as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.