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Concord Wealth Partners’s Sinclair Inc SBGI Stock Holding History

Concord Wealth Partners’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-73
Closed -$1.13K – 1184
2022
Q4 		$1.13K Buy
+73
New +$1.3K ﹤0.01% 1041
2022
Q3 		– Sell
-71
Closed -$1K – 944
2022
Q2 		$1K Buy
71
+1
+1% +$23 ﹤0.01% 1186
2022
Q1 		$2K Hold
70
– – ﹤0.01% 1133
2021
Q4 		$2K Buy
+70
New +$1.87K ﹤0.01% 1161

Other funds holding SBGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Concord Wealth Partners's SBGI Position: Q1 2023 in Review

Concord Wealth Partners sold out of Sinclair Inc (SBGI) in Q1 2023, closing a stake of 73 shares — an estimated $1.13K sold.

Concord Wealth Partners first reported a position in SBGI in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 171 funds tracked by Wall St. Rank hold SBGI as of Q1 2023.

  • Concord Wealth Partners reported no remaining Sinclair Inc position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 73 Sinclair Inc shares in Q1 2023, an estimated $1.13K.
  • Concord Wealth Partners first reported a position in Sinclair Inc in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Sinclair Inc position peaked at $2K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.