Concord Wealth Partners’s Mine Safety MSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12	Closed	-$2K	–	1041
2020 Q4	$2K	Buy	+12	New	+$1.73K	﹤0.01%	548

Other funds holding MSA

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's MSA Position: Q1 2021 in Review

Concord Wealth Partners sold out of Mine Safety (MSA) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in MSA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 273 funds tracked by Wall St. Rank hold MSA as of Q1 2021.

Concord Wealth Partners reported no remaining Mine Safety position as of Q1 2021 after selling out during the quarter.
Concord Wealth Partners sold 12 Mine Safety shares in Q1 2021, an estimated $2K.
Concord Wealth Partners first reported a position in Mine Safety in Q4 2020 and held it in 1 quarter.
Concord Wealth Partners's Mine Safety position peaked at $2K in Q4 2020.
273 funds tracked by Wall St. Rank held Mine Safety as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.