Concord Wealth Partners’s Global X Solar ETF RAYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31	Closed	-$419	–	973
2023 Q3	$419	Hold	31	–	–	﹤0.01%	991
2023 Q2	$574	Hold	31	–	–	﹤0.01%	984
2023 Q1	$646	Hold	31	–	–	﹤0.01%	928
2022 Q4	$632	Buy	+31	New	+$643	﹤0.01%	1141
2022 Q3	–	Sell	-31	Closed	-$1K	–	901
2022 Q2	$1K	Buy	+31	New	+$606	﹤0.01%	1182

Other funds holding RAYS

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Concord Wealth Partners's RAYS Position: Q4 2023 in Review

Concord Wealth Partners sold out of Global X Solar ETF (RAYS) in Q4 2023, closing a stake of 31 shares — an estimated $419 sold.

Concord Wealth Partners first reported a position in RAYS in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 6 funds tracked by Wall St. Rank hold RAYS as of Q4 2023.

Concord Wealth Partners reported no remaining Global X Solar ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 31 Global X Solar ETF shares in Q4 2023, an estimated $419.
Concord Wealth Partners first reported a position in Global X Solar ETF in Q2 2022 and held it in 5 quarters.
Concord Wealth Partners's Global X Solar ETF position peaked at $1K in Q2 2022.
6 funds tracked by Wall St. Rank held Global X Solar ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.