Concord Wealth Partners’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$5.8K	–	1049
2023 Q3	$5.8K	Hold	500	–	–	﹤0.01%	693
2023 Q2	$4.42K	Hold	500	–	–	﹤0.01%	730
2023 Q1	$4.3K	Hold	500	–	–	﹤0.01%	695
2022 Q4	$4.33K	Buy	+500	New	+$4.79K	﹤0.01%	794
2022 Q3	–	Sell	-500	Closed	-$4K	–	1249
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	909
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	856
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	770
2021 Q3	$14K	Hold	500	–	–	0.01%	433
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	604
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	577
2020 Q4	$8K	Buy	+500	New	+$6.59K	0.01%	381

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

Concord Wealth Partners sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q4 2023, closing a stake of 500 shares — an estimated $5.8K sold.

Concord Wealth Partners first reported a position in SCU in Q4 2020 and held it in 11 quarters. The position peaked at $14K in Q3 2021. 0 funds tracked by Wall St. Rank hold SCU as of Q4 2023.

Concord Wealth Partners reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 500 Sculptor Capital Management, Inc. Class A Common Stock shares in Q4 2023, an estimated $5.8K.
Concord Wealth Partners first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $14K in Q3 2021.
0 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q4 2023.

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