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Concord Wealth Partners’s National Fuel Gas NFG Stock Holding History

Concord Wealth Partners’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-65
Closed -$4.11K – 1144
2022
Q4 		$4.11K Buy
+65
New +$4.18K ﹤0.01% 808
2022
Q3 		– Sell
-64
Closed -$4K – 770
2022
Q2 		$4K Hold
64
– – ﹤0.01% 878
2022
Q1 		$4K Buy
64
+1
+2% +$63 ﹤0.01% 975
2021
Q4 		$4K Buy
+63
New +$3.76K ﹤0.01% 1000

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Concord Wealth Partners's NFG Position: Q1 2023 in Review

Concord Wealth Partners sold out of National Fuel Gas (NFG) in Q1 2023, closing a stake of 65 shares — an estimated $4.11K sold.

Concord Wealth Partners first reported a position in NFG in Q4 2021 and held it in 4 quarters. The position peaked at $4.11K in Q4 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q1 2023.

  • Concord Wealth Partners reported no remaining National Fuel Gas position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 65 National Fuel Gas shares in Q1 2023, an estimated $4.11K.
  • Concord Wealth Partners first reported a position in National Fuel Gas in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's National Fuel Gas position peaked at $4.11K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.