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Concord Wealth Partners’s Cloudflare NET Stock Holding History

Concord Wealth Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18
Closed -$1.14K – 953
2023
Q3 		$1.14K Sell
18
-24
-57% -$1.54K ﹤0.01% 933
2023
Q2 		$2.75K Hold
42
– – ﹤0.01% 816
2023
Q1 		$2.59K Hold
42
– – ﹤0.01% 770
2022
Q4 		$1.9K Buy
+42
New +$2.08K ﹤0.01% 948

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's NET Position: Q4 2023 in Review

Concord Wealth Partners sold out of Cloudflare (NET) in Q4 2023, closing a stake of 18 shares — an estimated $1.14K sold.

Concord Wealth Partners first reported a position in NET in Q4 2022 and held it in 4 quarters. The position peaked at $2.75K in Q2 2023. 677 funds tracked by Wall St. Rank hold NET as of Q4 2023.

  • Concord Wealth Partners reported no remaining Cloudflare position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 18 Cloudflare shares in Q4 2023, an estimated $1.14K.
  • Concord Wealth Partners first reported a position in Cloudflare in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Cloudflare position peaked at $2.75K in Q2 2023.
  • 677 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.