Concord Wealth Partners’s Rush Enterprises Class A RUSHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-123	Closed	-$5.02K	–	982
2023 Q3	$5.02K	Hold	123	–	–	﹤0.01%	715
2023 Q2	$4.98K	Buy	+123	New	+$4.51K	﹤0.01%	709
2023 Q1	–	Sell	-123	Closed	-$4.29K	–	1178
2022 Q4	$4.29K	Buy	+123	New	+$4.08K	﹤0.01%	796
2022 Q3	–	Sell	-123	Closed	-$4K	–	933
2022 Q2	$4K	Buy	+123	New	+$4.11K	﹤0.01%	889

Other funds holding RUSHA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Concord Wealth Partners sold out of Rush Enterprises Class A (RUSHA) in Q4 2023, closing a stake of 123 shares — an estimated $5.02K sold.

Concord Wealth Partners first reported a position in RUSHA in Q2 2022 and held it in 4 quarters. The position peaked at $5.02K in Q3 2023. 253 funds tracked by Wall St. Rank hold RUSHA as of Q4 2023.

Concord Wealth Partners reported no remaining Rush Enterprises Class A position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 123 Rush Enterprises Class A shares in Q4 2023, an estimated $5.02K.
Concord Wealth Partners first reported a position in Rush Enterprises Class A in Q2 2022 and held it in 4 quarters.
Concord Wealth Partners's Rush Enterprises Class A position peaked at $5.02K in Q3 2023.
253 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2023.

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