CWP
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Concord Wealth Partners’s Mercury Systems MRCY Stock Holding History

Concord Wealth Partners’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-27
Closed -$2K – 1320
2022
Q1 		$2K Buy
27
+10
+59% +$594 ﹤0.01% 1110
2021
Q4 		$1K Buy
+17
New +$861 ﹤0.01% 1242

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SV
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JP
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CCA
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BAMCO Inc
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Concord Wealth Partners sold out of Mercury Systems (MRCY) in Q2 2022, closing a stake of 27 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in MRCY in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 252 funds tracked by Wall St. Rank hold MRCY as of Q2 2022.

  • Concord Wealth Partners reported no remaining Mercury Systems position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 27 Mercury Systems shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Mercury Systems in Q4 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Mercury Systems position peaked at $2K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2022.

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