Concord Wealth Partners’s Standard Lithium SLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$4.47K	–	686
2025 Q4	$4.47K	Hold	1,000	–	–	﹤0.01%	637
2025 Q3	$3.37K	Hold	1,000	–	–	﹤0.01%	676
2025 Q2	$1.96K	Hold	1,000	–	–	﹤0.01%	717
2025 Q1	$1.27K	Hold	1,000	–	–	﹤0.01%	716
2024 Q4	$1.46K	Hold	1,000	–	–	﹤0.01%	742
2024 Q3	$1.61K	Hold	1,000	–	–	﹤0.01%	766
2024 Q2	$1.25K	Hold	1,000	–	–	﹤0.01%	708
2024 Q1	$1.18K	Hold	1,000	–	–	﹤0.01%	785
2023 Q4	$2.02K	Hold	1,000	–	–	﹤0.01%	713
2023 Q3	$2.83K	Hold	1,000	–	–	﹤0.01%	815
2023 Q2	$4.5K	Hold	1,000	–	–	﹤0.01%	724
2023 Q1	$3.8K	Hold	1,000	–	–	﹤0.01%	716
2022 Q4	$2.95K	Buy	+1,000	New	+$3.87K	﹤0.01%	866
2022 Q3	–	Sell	-1,000	Closed	-$4K	–	978
2022 Q2	$4K	Buy	+1,000	New	+$5.92K	﹤0.01%	892
2022 Q1	–	Sell	-1,000	Closed	-$10K	–	1371
2021 Q4	$10K	Buy	+1,000	New	+$9.79K	﹤0.01%	789

Other funds holding SLI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGM

Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Concord Wealth Partners's SLI Position: Q1 2026 in Review

Concord Wealth Partners sold out of Standard Lithium (SLI) in Q1 2026, closing a stake of 1,000 shares — an estimated $4.47K sold.

Concord Wealth Partners first reported a position in SLI in Q4 2021 and held it in 15 quarters. The position peaked at $10K in Q4 2021. 140 funds tracked by Wall St. Rank hold SLI as of Q1 2026.

Concord Wealth Partners reported no remaining Standard Lithium position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 1,000 Standard Lithium shares in Q1 2026, an estimated $4.47K.
Concord Wealth Partners first reported a position in Standard Lithium in Q4 2021 and held it in 15 quarters.
Concord Wealth Partners's Standard Lithium position peaked at $10K in Q4 2021.
140 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.