CWP
ORTX

Concord Wealth Partners’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

Concord Wealth Partners’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$1.65K – 922
2023
Q4 		$1.65K Hold
100
– – ﹤0.01% 734
2023
Q3 		$773 Hold
100
– – ﹤0.01% 956
2023
Q2 		$521 Hold
100
– – ﹤0.01% 991
2023
Q1 		$537 Hold
100
– – ﹤0.01% 936
2022
Q4 		$371 Buy
+100
New +$442 ﹤0.01% 1173
2022
Q3 		– Sell
-100
Closed -$1K – 1245
2022
Q2 		$1K Hold
100
– – ﹤0.01% 1219
2022
Q1 		$1K Buy
100
+60
+150% +$588 ﹤0.01% 1268
2021
Q4 		$1K Hold
40
– – ﹤0.01% 1284
2021
Q3 		$1K Hold
40
– – ﹤0.01% 881
2021
Q2 		$2K Buy
40
+20
+100% +$1.11K ﹤0.01% 930
2021
Q1 		$1K Buy
+20
New +$1.42K ﹤0.01% 979

Concord Wealth Partners's ORTX Position: Q1 2024 in Review

Concord Wealth Partners sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q1 2024, closing a stake of 100 shares — an estimated $1.65K sold.

Concord Wealth Partners first reported a position in ORTX in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2021. 0 funds tracked by Wall St. Rank hold ORTX as of Q1 2024.

  • Concord Wealth Partners reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Orchard Therapeutics plc American Depositary Shares shares in Q1 2024, an estimated $1.65K.
  • Concord Wealth Partners first reported a position in Orchard Therapeutics plc American Depositary Shares in Q1 2021 and held it in 11 quarters.
  • Concord Wealth Partners's Orchard Therapeutics plc American Depositary Shares position peaked at $2K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.