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Concord Wealth Partners’s SIFCO Industries SIF Stock Holding History

Concord Wealth Partners’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-62
Closed -$134 – 1192
2022
Q4 		$134 Buy
+62
New +$176 ﹤0.01% 1217
2022
Q3 		– Sell
-62
Closed – – 966
2022
Q2 		$0 Hold
62
– – ﹤0.01% 1351
2022
Q1 		$0 Hold
62
– – ﹤0.01% 1368
2021
Q4 		$0 Buy
+62
New +$483 ﹤0.01% 1339

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Concord Wealth Partners sold out of SIFCO Industries (SIF) in Q1 2023, closing a stake of 62 shares — an estimated $134 sold.

Concord Wealth Partners first reported a position in SIF in Q4 2021 and held it in 4 quarters. The position peaked at $134 in Q4 2022. 18 funds tracked by Wall St. Rank hold SIF as of Q1 2023.

  • Concord Wealth Partners reported no remaining SIFCO Industries position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 62 SIFCO Industries shares in Q1 2023, an estimated $134.
  • Concord Wealth Partners first reported a position in SIFCO Industries in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's SIFCO Industries position peaked at $134 in Q4 2022.
  • 18 funds tracked by Wall St. Rank held SIFCO Industries as of Q1 2023.

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