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Concord Wealth Partners’s Live Nation Entertainment LYV Stock Holding History

Concord Wealth Partners’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$3.5K – 898
2024
Q4 		$3.5K Hold
27
– – ﹤0.01% 652
2024
Q3 		$2.96K Buy
+27
New +$2.61K ﹤0.01% 703

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Principal Financial Group
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
IFP
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concord Wealth Partners's LYV Position: Q1 2025 in Review

Concord Wealth Partners sold out of Live Nation Entertainment (LYV) in Q1 2025, closing a stake of 27 shares — an estimated $3.5K sold.

Concord Wealth Partners first reported a position in LYV in Q3 2024 and held it in 2 quarters. The position peaked at $3.5K in Q4 2024. 727 funds tracked by Wall St. Rank hold LYV as of Q1 2025.

  • Concord Wealth Partners reported no remaining Live Nation Entertainment position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 27 Live Nation Entertainment shares in Q1 2025, an estimated $3.5K.
  • Concord Wealth Partners first reported a position in Live Nation Entertainment in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Live Nation Entertainment position peaked at $3.5K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.