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Concord Wealth Partners’s Qualys QLYS Stock Holding History

Concord Wealth Partners’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-34
Closed -$4K – 886
2022
Q2 		$4K Sell
34
-23
-40% -$3.01K ﹤0.01% 887
2022
Q1 		$8K Sell
57
-11
-16% -$1.41K ﹤0.01% 827
2021
Q4 		$9K Buy
68
+51
+300% +$6.52K ﹤0.01% 813
2021
Q3 		$2K Sell
17
-40
-70% -$4.38K ﹤0.01% 776
2021
Q2 		$6K Buy
+57
New +$5.8K ﹤0.01% 712

Other funds holding QLYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's QLYS Position: Q3 2022 in Review

Concord Wealth Partners sold out of Qualys (QLYS) in Q3 2022, closing a stake of 34 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in QLYS in Q2 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 395 funds tracked by Wall St. Rank hold QLYS as of Q3 2022.

  • Concord Wealth Partners reported no remaining Qualys position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 34 Qualys shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Qualys in Q2 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Qualys position peaked at $9K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Qualys as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.