Concord Wealth Partners’s SiTime SITM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$1.29K	–	951
2024 Q4	$1.29K	Hold	6	–	–	﹤0.01%	760
2024 Q3	$1.03K	Buy	+6	New	+$859	﹤0.01%	834

Other funds holding SITM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concord Wealth Partners's SITM Position: Q1 2025 in Review

Concord Wealth Partners sold out of SiTime (SITM) in Q1 2025, closing a stake of 6 shares — an estimated $1.29K sold.

Concord Wealth Partners first reported a position in SITM in Q3 2024 and held it in 2 quarters. The position peaked at $1.29K in Q4 2024. 275 funds tracked by Wall St. Rank hold SITM as of Q1 2025.

Concord Wealth Partners reported no remaining SiTime position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 6 SiTime shares in Q1 2025, an estimated $1.29K.
Concord Wealth Partners first reported a position in SiTime in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's SiTime position peaked at $1.29K in Q4 2024.
275 funds tracked by Wall St. Rank held SiTime as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.