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Concord Wealth Partners’s Lear LEA Stock Holding History

Concord Wealth Partners’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$403 – 934
2023
Q3 		$403 Hold
3
– – ﹤0.01% 993
2023
Q2 		$431 Buy
+3
New +$396 ﹤0.01% 998
2023
Q1 		– Sell
-6
Closed -$744 – 1123
2022
Q4 		$744 Buy
+6
New +$795 ﹤0.01% 1127
2022
Q3 		– Sell
-45
Closed -$6K – 692
2022
Q2 		$6K Sell
45
-623
-93% -$82.2K ﹤0.01% 786
2022
Q1 		$95K Sell
668
-309
-32% -$50.2K 0.02% 310
2021
Q4 		$179K Buy
977
+661
+209% +$116K 0.04% 206
2021
Q3 		$49K Sell
316
-606
-66% -$99.2K 0.02% 221
2021
Q2 		$162K Buy
922
+84
+10% +$15.5K 0.05% 162
2021
Q1 		$152K Buy
838
+824
+5,886% +$139K 0.05% 158
2020
Q4 		$2K Buy
+14
New +$1.97K ﹤0.01% 542

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return