Concord Wealth Partners’s SITE Centers SITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1	Closed	–	–	968
2022 Q2	$0	Buy	+1	New	+$12	﹤0.01%	1353

Other funds holding SITC

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Concord Wealth Partners's SITC Position: Q3 2022 in Review

Concord Wealth Partners sold out of SITE Centers (SITC) in Q3 2022, closing a stake of 1 share.

Concord Wealth Partners first reported a position in SITC in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 251 funds tracked by Wall St. Rank hold SITC as of Q3 2022.

Concord Wealth Partners reported no remaining SITE Centers position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 1 SITE Centers share in Q3 2022.
Concord Wealth Partners first reported a position in SITE Centers in Q2 2022 and held it in 1 quarter.
Concord Wealth Partners's SITE Centers position peaked at $0 in Q2 2022.
251 funds tracked by Wall St. Rank held SITE Centers as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.