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Concord Wealth Partners’s Post Holdings POST Stock Holding History

Concord Wealth Partners’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$801 – 933
2024
Q4 		$801 Hold
7
– – ﹤0.01% 824
2024
Q3 		$810 Buy
+7
New +$785 ﹤0.01% 855

Other funds holding POST

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Concord Wealth Partners sold out of Post Holdings (POST) in Q1 2025, closing a stake of 7 shares — an estimated $801 sold.

Concord Wealth Partners first reported a position in POST in Q3 2024 and held it in 2 quarters. The position peaked at $810 in Q3 2024. 418 funds tracked by Wall St. Rank hold POST as of Q1 2025.

  • Concord Wealth Partners reported no remaining Post Holdings position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Post Holdings shares in Q1 2025, an estimated $801.
  • Concord Wealth Partners first reported a position in Post Holdings in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Post Holdings position peaked at $810 in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Post Holdings as of Q1 2025.

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