CWP
RBBN icon

Concord Wealth Partners’s Ribbon Communications RBBN Stock Holding History

Concord Wealth Partners’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-793
Closed -$5K – 1335
2021
Q3 		$5K Sell
793
-1,353
-63% -$9.14K ﹤0.01% 598
2021
Q2 		$16K Buy
+2,146
New +$16.4K ﹤0.01% 551

Other funds holding RBBN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's RBBN Position: Q4 2021 in Review

Concord Wealth Partners sold out of Ribbon Communications (RBBN) in Q4 2021, closing a stake of 793 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in RBBN in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 129 funds tracked by Wall St. Rank hold RBBN as of Q4 2021.

  • Concord Wealth Partners reported no remaining Ribbon Communications position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 793 Ribbon Communications shares in Q4 2021, an estimated $5K.
  • Concord Wealth Partners first reported a position in Ribbon Communications in Q2 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Ribbon Communications position peaked at $16K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Ribbon Communications as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.