CWP
MANH icon

Concord Wealth Partners’s Manhattan Associates MANH Stock Holding History

Concord Wealth Partners’s Portfolio MANH Stock Details MANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22
Closed -$4.35K – 941
2023
Q3 		$4.35K Hold
22
– – ﹤0.01% 744
2023
Q2 		$4.4K Hold
22
– – ﹤0.01% 731
2023
Q1 		$3.41K Hold
22
– – ﹤0.01% 731
2022
Q4 		$2.67K Buy
+22
New +$2.71K ﹤0.01% 891
2022
Q3 		– Sell
-22
Closed -$3K – 716
2022
Q2 		$3K Sell
22
-124
-85% -$15.4K ﹤0.01% 951
2022
Q1 		$20K Buy
146
+124
+564% +$16.6K 0.01% 631
2021
Q4 		$3K Hold
22
– – ﹤0.01% 1064
2021
Q3 		$3K Hold
22
– – ﹤0.01% 693
2021
Q2 		$3K Hold
22
– – ﹤0.01% 828
2021
Q1 		$3K Buy
+22
New +$2.66K ﹤0.01% 766

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AllianceBernstein
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Morgan Stanley
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Kayne Anderson Rudnick Investment Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return