Concord Wealth Partners’s Emeren Group SOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-74	Closed	-$334	–	1201
2022 Q4	$334	Buy	+74	New	+$342	﹤0.01%	1180
2022 Q3	–	Sell	-74	Closed	–	–	991
2022 Q2	$0	Sell	74 -1,721	-96%	-$8.38K	﹤0.01%	1354
2022 Q1	$10K	Sell	1,795 -2,238	-55%	-$13.2K	﹤0.01%	787
2021 Q4	$24K	Buy	4,033 +1,502	+59%	+$10.7K	0.01%	606
2021 Q3	$17K	Sell	2,531 -3,530	-58%	-$25.3K	0.01%	408
2021 Q2	$55K	Buy	6,061 +301	+5%	+$2.69K	0.02%	341
2021 Q1	$71K	Buy	+5,760	New	+$105K	0.02%	272

Other funds holding SOL

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Concord Wealth Partners's SOL Position: Q1 2023 in Review

Concord Wealth Partners sold out of Emeren Group (SOL) in Q1 2023, closing a stake of 74 shares — an estimated $334 sold.

Concord Wealth Partners first reported a position in SOL in Q1 2021 and held it in 7 quarters. The position peaked at $71K in Q1 2021. 58 funds tracked by Wall St. Rank hold SOL as of Q1 2023.

Concord Wealth Partners reported no remaining Emeren Group position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 74 Emeren Group shares in Q1 2023, an estimated $334.
Concord Wealth Partners first reported a position in Emeren Group in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's Emeren Group position peaked at $71K in Q1 2021.
58 funds tracked by Wall St. Rank held Emeren Group as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.