CWP
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Concord Wealth Partners’s PVH PVH Stock Holding History

Concord Wealth Partners’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$423 – 1007
2024
Q2 		$423 Buy
+4
New +$453 ﹤0.01% 767
2023
Q4 		– Sell
-14
Closed -$1.07K – 971
2023
Q3 		$1.07K Hold
14
– – ﹤0.01% 937
2023
Q2 		$1.19K Hold
14
– – ﹤0.01% 931
2023
Q1 		$1.25K Hold
14
– – ﹤0.01% 868
2022
Q4 		$988 Buy
+14
New +$834 ﹤0.01% 1064
2022
Q3 		– Sell
-216
Closed -$12K – 883
2022
Q2 		$12K Buy
216
+151
+232% +$10.4K ﹤0.01% 654
2022
Q1 		$5K Buy
65
+18
+38% +$1.67K ﹤0.01% 918
2021
Q4 		$5K Buy
47
+33
+236% +$3.61K ﹤0.01% 958
2021
Q3 		$1K Hold
14
– – ﹤0.01% 858
2021
Q2 		$2K Sell
14
-6
-30% -$659 ﹤0.01% 910
2021
Q1 		$2K Buy
+20
New +$1.98K ﹤0.01% 846

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

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

Concord Wealth Partners sold out of PVH (PVH) in Q3 2024, closing a stake of 4 shares — an estimated $423 sold.

Concord Wealth Partners first reported a position in PVH in Q1 2021 and held it in 11 quarters. The position peaked at $12K in Q2 2022. 379 funds tracked by Wall St. Rank hold PVH as of Q3 2024.

  • Concord Wealth Partners reported no remaining PVH position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 4 PVH shares in Q3 2024, an estimated $423.
  • Concord Wealth Partners first reported a position in PVH in Q1 2021 and held it in 11 quarters.
  • Concord Wealth Partners's PVH position peaked at $12K in Q2 2022.
  • 379 funds tracked by Wall St. Rank held PVH as of Q3 2024.

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