Concord Wealth Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-188	Closed	-$4.36K	–	922
2024 Q1	$4.36K	Hold	188	–	–	﹤0.01%	671
2023 Q4	$5.12K	Hold	188	–	–	﹤0.01%	636
2023 Q3	$4.03K	Hold	188	–	–	﹤0.01%	757
2023 Q2	$4.26K	Hold	188	–	–	﹤0.01%	737
2023 Q1	$4.88K	Hold	188	–	–	﹤0.01%	674
2022 Q4	$6.62K	Buy	+188	New	+$6.6K	﹤0.01%	704
2022 Q3	–	Sell	-188	Closed	-$7K	–	1223
2022 Q2	$7K	Hold	188	–	–	﹤0.01%	764
2022 Q1	$8K	Hold	188	–	–	﹤0.01%	829
2021 Q4	$9K	Buy	+188	New	+$9.1K	﹤0.01%	821
2021 Q3	–	Sell	-188	Closed	-$8K	–	1059
2021 Q2	$8K	Hold	188	–	–	﹤0.01%	672
2021 Q1	$8K	Hold	188	–	–	﹤0.01%	614
2020 Q4	$6K	Buy	+188	New	+$5.36K	﹤0.01%	404

Other funds holding SASR

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concord Wealth Partners's SASR Position: Q2 2024 in Review

Concord Wealth Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2024, closing a stake of 188 shares — an estimated $4.36K sold.

Concord Wealth Partners first reported a position in SASR in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 201 funds tracked by Wall St. Rank hold SASR as of Q2 2024.

Concord Wealth Partners reported no remaining Sandy Spring Bancorp Inc position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 188 Sandy Spring Bancorp Inc shares in Q2 2024, an estimated $4.36K.
Concord Wealth Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's Sandy Spring Bancorp Inc position peaked at $9K in Q4 2021.
201 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.