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Concord Wealth Partners’s Smith & Nephew SNN Stock Holding History

Concord Wealth Partners’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-71
Closed -$2K – 987
2022
Q2 		$2K Sell
71
-561
-89% -$17.4K ﹤0.01% 1066
2022
Q1 		$20K Sell
632
-126
-17% -$4.23K 0.01% 633
2021
Q4 		$26K Buy
758
+535
+240% +$18.4K 0.01% 589
2021
Q3 		$8K Sell
223
-446
-67% -$17.6K ﹤0.01% 511
2021
Q2 		$29K Buy
669
+442
+195% +$18.6K 0.01% 434
2021
Q1 		$9K Buy
+227
New +$9.37K ﹤0.01% 598

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Concord Wealth Partners sold out of Smith & Nephew (SNN) in Q3 2022, closing a stake of 71 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in SNN in Q1 2021 and held it in 6 quarters. The position peaked at $29K in Q2 2021. 194 funds tracked by Wall St. Rank hold SNN as of Q3 2022.

  • Concord Wealth Partners reported no remaining Smith & Nephew position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 71 Smith & Nephew shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Smith & Nephew in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Smith & Nephew position peaked at $29K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2022.

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