Concord Wealth Partners’s SPI Energy Co., Ltd. Ordinary Shares SPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,500	Closed	-$1.06K	–	992
2024 Q3	$1.06K	Hold	2,500	–	–	﹤0.01%	829
2024 Q2	$1.13K	Hold	2,500	–	–	﹤0.01%	716
2024 Q1	$1.54K	Hold	2,500	–	–	﹤0.01%	768
2023 Q4	$1.96K	Hold	2,500	–	–	﹤0.01%	714
2023 Q3	$2K	Hold	2,500	–	–	﹤0.01%	870
2023 Q2	$3.5K	Hold	2,500	–	–	﹤0.01%	775
2023 Q1	$3K	Hold	2,500	–	–	﹤0.01%	754
2022 Q4	$2.15K	Buy	+2,500	New	+$3.29K	﹤0.01%	921
2022 Q3	–	Sell	-2,500	Closed	-$4K	–	1280
2022 Q2	$4K	Buy	2,500 +500	+25%	+$1.07K	﹤0.01%	913
2022 Q1	$6K	Hold	2,000	–	–	﹤0.01%	890
2021 Q4	$7K	Buy	+2,000	New	+$9.59K	﹤0.01%	890

Other funds holding SPI

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Concord Wealth Partners's SPI Position: Q4 2024 in Review

Concord Wealth Partners sold out of SPI Energy Co., Ltd. Ordinary Shares (SPI) in Q4 2024, closing a stake of 2,500 shares — an estimated $1.06K sold.

Concord Wealth Partners first reported a position in SPI in Q4 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 18 funds tracked by Wall St. Rank hold SPI as of Q4 2024.

Concord Wealth Partners reported no remaining SPI Energy Co., Ltd. Ordinary Shares position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 2,500 SPI Energy Co., Ltd. Ordinary Shares shares in Q4 2024, an estimated $1.06K.
Concord Wealth Partners first reported a position in SPI Energy Co., Ltd. Ordinary Shares in Q4 2021 and held it in 11 quarters.
Concord Wealth Partners's SPI Energy Co., Ltd. Ordinary Shares position peaked at $7K in Q4 2021.
18 funds tracked by Wall St. Rank held SPI Energy Co., Ltd. Ordinary Shares as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.