Concord Wealth Partners’s Revvity RVTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$2.21K	–	983
2023 Q3	$2.21K	Hold	20	–	–	﹤0.01%	858
2023 Q2	$2.38K	Buy	+20	New	+$2.46K	﹤0.01%	840
2023 Q1	–	Sell	-20	Closed	-$2.8K	–	1179
2022 Q4	$2.8K	Buy	+20	New	+$2.69K	﹤0.01%	880
2022 Q3	–	Sell	-20	Closed	-$3K	–	934
2022 Q2	$3K	Sell	20 -111	-85%	-$16.6K	﹤0.01%	962
2022 Q1	$23K	Buy	131 +7	+6%	+$1.24K	0.01%	607
2021 Q4	$25K	Buy	124 +102	+464%	+$18.4K	0.01%	597
2021 Q3	$4K	Sell	22 -90	-80%	-$15.9K	﹤0.01%	646
2021 Q2	$17K	Buy	112 +13	+13%	+$1.83K	﹤0.01%	541
2021 Q1	$13K	Buy	+99	New	+$13.7K	﹤0.01%	545

Other funds holding RVTY

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Concord Wealth Partners sold out of Revvity (RVTY) in Q4 2023, closing a stake of 20 shares — an estimated $2.21K sold.

Concord Wealth Partners first reported a position in RVTY in Q1 2021 and held it in 9 quarters. The position peaked at $25K in Q4 2021. 488 funds tracked by Wall St. Rank hold RVTY as of Q4 2023.

Concord Wealth Partners reported no remaining Revvity position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 20 Revvity shares in Q4 2023, an estimated $2.21K.
Concord Wealth Partners first reported a position in Revvity in Q1 2021 and held it in 9 quarters.
Concord Wealth Partners's Revvity position peaked at $25K in Q4 2021.
488 funds tracked by Wall St. Rank held Revvity as of Q4 2023.

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