CWP
PVH icon

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 – 1008
2024
Q2 		$423 Buy
+4
New +$453 ﹤0.01% 767
2023
Q4 		– Sell
-14
Closed -$1.07K – 977
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 – 884
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 $1.9T AUM 41.92% 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 $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return