Concord Wealth Partners’s SOS Limited SOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$41	–	1066
2023 Q1	$41	Hold	1	–	–	﹤0.01%	974
2022 Q4	$27	Buy	+1	New	+$65	﹤0.01%	1244
2022 Q3	–	Sell	-1	Closed	–	–	994
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1355
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1374
2021 Q4	$0	Buy	+1	New	+$1.22K	﹤0.01%	1341

Other funds holding SOS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concord Wealth Partners's SOS Position: Q2 2023 in Review

Concord Wealth Partners sold out of SOS Limited (SOS) in Q2 2023, closing a stake of 1 share — an estimated $41 sold.

Concord Wealth Partners first reported a position in SOS in Q4 2021 and held it in 5 quarters. The position peaked at $41 in Q1 2023. 10 funds tracked by Wall St. Rank hold SOS as of Q2 2023.

Concord Wealth Partners reported no remaining SOS Limited position as of Q2 2023 after selling out during the quarter.
Concord Wealth Partners sold 1 SOS Limited share in Q2 2023, an estimated $41.
Concord Wealth Partners first reported a position in SOS Limited in Q4 2021 and held it in 5 quarters.
Concord Wealth Partners's SOS Limited position peaked at $41 in Q1 2023.
10 funds tracked by Wall St. Rank held SOS Limited as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.