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Concord Wealth Partners’s SL Green Realty SLG Stock Holding History

Concord Wealth Partners’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 976
2022
Q2 		$1K Sell
20
-43
-68% -$2.73K ﹤0.01% 1192
2022
Q1 		$5K Hold
63
– – ﹤0.01% 923
2021
Q4 		$5K Buy
+63
New +$4.64K ﹤0.01% 962

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Concord Wealth Partners sold out of SL Green Realty (SLG) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in SLG in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 308 funds tracked by Wall St. Rank hold SLG as of Q3 2022.

  • Concord Wealth Partners reported no remaining SL Green Realty position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 20 SL Green Realty shares in Q3 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in SL Green Realty in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's SL Green Realty position peaked at $5K in Q1 2022.
  • 308 funds tracked by Wall St. Rank held SL Green Realty as of Q3 2022.

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