Concord Wealth Partners’s Mimecast Limited MIME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-23	Closed	-$2K	–	1431
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	1162
2021 Q4	$2K	Buy	+23	New	+$1.73K	﹤0.01%	1187
2021 Q3	–	Sell	-22	Closed	-$1K	–	1070
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1030
2021 Q1	$1K	Buy	+22	New	+$969	﹤0.01%	987

Other funds holding MIME

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Concord Wealth Partners's MIME Position: Q2 2022 in Review

Concord Wealth Partners sold out of Mimecast Limited (MIME) in Q2 2022, closing a stake of 23 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in MIME in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 2 funds tracked by Wall St. Rank hold MIME as of Q2 2022.

Concord Wealth Partners reported no remaining Mimecast Limited position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 23 Mimecast Limited shares in Q2 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Mimecast Limited in Q1 2021 and held it in 4 quarters.
Concord Wealth Partners's Mimecast Limited position peaked at $2K in Q1 2022.
2 funds tracked by Wall St. Rank held Mimecast Limited as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.