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Concord Wealth Partners’s nVent Electric NVT Stock Holding History

Concord Wealth Partners’s Portfolio NVT Stock Details NVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$87 – 1150
2022
Q4 		$87 Buy
+2
New +$74 ﹤0.01% 1228
2022
Q3 		– Sell
-279
Closed -$9K – 797
2022
Q2 		$9K Buy
279
+54
+24% +$1.84K ﹤0.01% 704
2022
Q1 		$8K Sell
225
-22
-9% -$770 ﹤0.01% 825
2021
Q4 		$9K Buy
247
+73
+42% +$2.59K ﹤0.01% 810
2021
Q3 		$6K Buy
174
+71
+69% +$2.3K ﹤0.01% 558
2021
Q2 		$3K Buy
+103
New +$3.17K ﹤0.01% 834

Other funds holding NVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Concord Wealth Partners sold out of nVent Electric (NVT) in Q1 2023, closing a stake of 2 shares — an estimated $87 sold.

Concord Wealth Partners first reported a position in NVT in Q2 2021 and held it in 6 quarters. The position peaked at $9K in Q2 2022. 480 funds tracked by Wall St. Rank hold NVT as of Q1 2023.

  • Concord Wealth Partners reported no remaining nVent Electric position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 2 nVent Electric shares in Q1 2023, an estimated $87.
  • Concord Wealth Partners first reported a position in nVent Electric in Q2 2021 and held it in 6 quarters.
  • Concord Wealth Partners's nVent Electric position peaked at $9K in Q2 2022.
  • 480 funds tracked by Wall St. Rank held nVent Electric as of Q1 2023.

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