Concord Wealth Partners’s Protolabs PRLB Stock Holding History

Concord Wealth Partners’s Portfolio PRLB Stock Details PRLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19	Closed	-$485	–	1166
2022 Q4	$485	Buy	+19	New	+$564	﹤0.01%	1153
2022 Q3	–	Sell	-19	Closed	-$1K	–	874
2022 Q2	$1K	Sell	19 -543	-97%	-$25.2K	﹤0.01%	1176
2022 Q1	$30K	Sell	562 -71	-11%	-$3.74K	0.01%	545
2021 Q4	$33K	Buy	633 +357	+129%	+$21.1K	0.01%	532
2021 Q3	$18K	Sell	276 -669	-71%	-$52.3K	0.01%	394
2021 Q2	$87K	Sell	945 -209	-18%	-$20.6K	0.02%	259
2021 Q1	$140K	Buy	1,154 +1,135	+5,974%	+$189K	0.05%	167
2020 Q4	$3K	Buy	+19	New	+$2.68K	﹤0.01%	487

Other funds holding PRLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Concord Wealth Partners sold out of Protolabs (PRLB) in Q1 2023, closing a stake of 19 shares — an estimated $485 sold.

Concord Wealth Partners first reported a position in PRLB in Q4 2020 and held it in 8 quarters. The position peaked at $140K in Q1 2021. 198 funds tracked by Wall St. Rank hold PRLB as of Q1 2023.

Concord Wealth Partners reported no remaining Protolabs position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 19 Protolabs shares in Q1 2023, an estimated $485.
Concord Wealth Partners first reported a position in Protolabs in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's Protolabs position peaked at $140K in Q1 2021.
198 funds tracked by Wall St. Rank held Protolabs as of Q1 2023.

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