Concord Wealth Partners’s Paysafe PSFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28	Closed	-$1K	–	1341
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	1239
2021 Q4	$1K	Buy	+28	New	+$1.87K	﹤0.01%	1253

Other funds holding PSFE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Concord Wealth Partners's PSFE Position: Q2 2022 in Review

Concord Wealth Partners sold out of Paysafe (PSFE) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in PSFE in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 200 funds tracked by Wall St. Rank hold PSFE as of Q2 2022.

Concord Wealth Partners reported no remaining Paysafe position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 28 Paysafe shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Paysafe in Q4 2021 and held it in 2 quarters.
Concord Wealth Partners's Paysafe position peaked at $1K in Q1 2022.
200 funds tracked by Wall St. Rank held Paysafe as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.