Concord Wealth Partners’s ArcelorMittal MT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-65	Closed	-$1K	–	750
2022 Q2	$1K	Sell	65 -125	-66%	-$3.66K	﹤0.01%	1156
2022 Q1	$6K	Sell	190 -23	-11%	-$737	﹤0.01%	874
2021 Q4	$7K	Buy	213 +66	+45%	+$2.04K	﹤0.01%	875
2021 Q3	$4K	Sell	147 -48	-25%	-$1.57K	﹤0.01%	635
2021 Q2	$6K	Buy	195 +45	+30%	+$1.39K	﹤0.01%	710
2021 Q1	$4K	Buy	+150	New	+$3.67K	﹤0.01%	721

Other funds holding MT

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's MT Position: Q3 2022 in Review

Concord Wealth Partners sold out of ArcelorMittal (MT) in Q3 2022, closing a stake of 65 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in MT in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 173 funds tracked by Wall St. Rank hold MT as of Q3 2022.

Concord Wealth Partners reported no remaining ArcelorMittal position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 65 ArcelorMittal shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in ArcelorMittal in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's ArcelorMittal position peaked at $7K in Q4 2021.
173 funds tracked by Wall St. Rank held ArcelorMittal as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.