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	–	981
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	–	909
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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return