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Concord Wealth Partners’s Puma Biotechnology PBYI Stock Holding History

Concord Wealth Partners’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$20 – 1005
2024
Q2 		$20 Buy
+6
New +$26 ﹤0.01% 828

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FLSM
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Millennium Management
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
ACM
Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's PBYI Position: Q3 2024 in Review

Concord Wealth Partners sold out of Puma Biotechnology (PBYI) in Q3 2024, closing a stake of 6 shares — an estimated $20 sold.

Concord Wealth Partners first reported a position in PBYI in Q2 2024 and held it in 1 quarter. The position peaked at $20 in Q2 2024. 100 funds tracked by Wall St. Rank hold PBYI as of Q3 2024.

  • Concord Wealth Partners reported no remaining Puma Biotechnology position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 6 Puma Biotechnology shares in Q3 2024, an estimated $20.
  • Concord Wealth Partners first reported a position in Puma Biotechnology in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Puma Biotechnology position peaked at $20 in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.