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Concord Wealth Partners’s Palomar PLMR Stock Holding History

Concord Wealth Partners’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$1.37K – 931
2024
Q4 		$1.37K Hold
13
– – ﹤0.01% 753
2024
Q3 		$1.23K Buy
+13
New +$1.2K ﹤0.01% 801
2021
Q1 		– Sell
-16
Closed -$1K – 1051
2020
Q4 		$1K Buy
+16
New +$1.35K ﹤0.01% 646

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Concord Wealth Partners's PLMR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Palomar (PLMR) in Q1 2025, closing a stake of 13 shares — an estimated $1.37K sold.

Concord Wealth Partners first reported a position in PLMR in Q4 2020 and held it in 3 quarters. The position peaked at $1.37K in Q4 2024. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Palomar position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 13 Palomar shares in Q1 2025, an estimated $1.37K.
  • Concord Wealth Partners first reported a position in Palomar in Q4 2020 and held it in 3 quarters.
  • Concord Wealth Partners's Palomar position peaked at $1.37K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.