CWP
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Concord Wealth Partners’s Tanger SKT Stock Holding History

Concord Wealth Partners’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$3K – 1095
2021
Q1 		$3K Buy
+200
New +$2.95K ﹤0.01% 775

Other funds holding SKT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's SKT Position: Q2 2021 in Review

Concord Wealth Partners sold out of Tanger (SKT) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in SKT in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 249 funds tracked by Wall St. Rank hold SKT as of Q2 2021.

  • Concord Wealth Partners reported no remaining Tanger position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Tanger shares in Q2 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in Tanger in Q1 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Tanger position peaked at $3K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Tanger as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.