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Concord Wealth Partners’s Mohawk Industries MHK Stock Holding History

Concord Wealth Partners’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-72
Closed -$7.45K – 885
2023
Q4 		$7.45K Sell
72
-3,901
-98% -$342K ﹤0.01% 598
2023
Q3 		$341K Buy
3,973
+759
+24% +$76.4K 0.07% 146
2023
Q2 		$332K Buy
3,214
+1,436
+81% +$141K 0.07% 140
2023
Q1 		$178K Buy
+1,778
New +$194K 0.05% 179
2022
Q3 		– Sell
-125
Closed -$16K – 731
2022
Q2 		$16K Buy
125
+2
+2% +$266 ﹤0.01% 595
2022
Q1 		$15K Buy
123
+7
+6% +$1.05K ﹤0.01% 687
2021
Q4 		$21K Buy
116
+81
+231% +$14.5K 0.01% 632
2021
Q3 		$6K Sell
35
-21
-38% -$4.07K ﹤0.01% 556
2021
Q2 		$11K Buy
+56
New +$11.4K ﹤0.01% 614

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Concord Wealth Partners's MHK Position: Q1 2024 in Review

Concord Wealth Partners sold out of Mohawk Industries (MHK) in Q1 2024, closing a stake of 72 shares — an estimated $7.45K sold.

Concord Wealth Partners first reported a position in MHK in Q2 2021 and held it in 9 quarters. The position peaked at $341K in Q3 2023. 422 funds tracked by Wall St. Rank hold MHK as of Q1 2024.

  • Concord Wealth Partners reported no remaining Mohawk Industries position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 72 Mohawk Industries shares in Q1 2024, an estimated $7.45K.
  • Concord Wealth Partners first reported a position in Mohawk Industries in Q2 2021 and held it in 9 quarters.
  • Concord Wealth Partners's Mohawk Industries position peaked at $341K in Q3 2023.
  • 422 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.