Concord Wealth Partners’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-47	Closed	-$2.13K	–	940
2024 Q4	$2.13K	Hold	47	–	–	﹤0.01%	705
2024 Q3	$2.23K	Buy	+47	New	+$2.18K	﹤0.01%	731
2023 Q4	–	Sell	-323	Closed	-$10.9K	–	975
2023 Q3	$10.9K	Hold	323	–	–	﹤0.01%	601
2023 Q2	$10.8K	Hold	323	–	–	﹤0.01%	592
2023 Q1	$10.5K	Sell	323 -38	-11%	-$1.14K	﹤0.01%	585
2022 Q4	$10K	Buy	+361	New	+$9.72K	﹤0.01%	635
2022 Q3	–	Sell	-628	Closed	-$17K	–	908
2022 Q2	$17K	Sell	628 -6,254	-91%	-$180K	﹤0.01%	577
2022 Q1	$214K	Sell	6,882 -426	-6%	-$12.9K	0.06%	174
2021 Q4	$238K	Buy	7,308 +6,053	+482%	+$188K	0.06%	166
2021 Q3	$36K	Sell	1,255 -5,069	-80%	-$149K	0.01%	274
2021 Q2	$169K	Buy	6,324 +1,483	+31%	+$39.4K	0.05%	157
2021 Q1	$122K	Buy	4,841 +4,753	+5,401%	+$118K	0.04%	185
2020 Q4	$2K	Buy	+88	New	+$2.02K	﹤0.01%	561

Other funds holding RELX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's RELX Position: Q1 2025 in Review

Concord Wealth Partners sold out of RELX (RELX) in Q1 2025, closing a stake of 47 shares — an estimated $2.13K sold.

Concord Wealth Partners first reported a position in RELX in Q4 2020 and held it in 13 quarters. The position peaked at $238K in Q4 2021. 490 funds tracked by Wall St. Rank hold RELX as of Q1 2025.

Concord Wealth Partners reported no remaining RELX position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 47 RELX shares in Q1 2025, an estimated $2.13K.
Concord Wealth Partners first reported a position in RELX in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's RELX position peaked at $238K in Q4 2021.
490 funds tracked by Wall St. Rank held RELX as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.