CWP
SPSC icon

Concord Wealth Partners’s SPS Commerce SPSC Stock Holding History

Concord Wealth Partners’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$920 – 956
2024
Q4 		$920 Hold
5
– – ﹤0.01% 808
2024
Q3 		$971 Buy
+5
New +$982 ﹤0.01% 842

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Concord Wealth Partners's SPSC Position: Q1 2025 in Review

Concord Wealth Partners sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 5 shares — an estimated $920 sold.

Concord Wealth Partners first reported a position in SPSC in Q3 2024 and held it in 2 quarters. The position peaked at $971 in Q3 2024. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

  • Concord Wealth Partners reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 5 SPS Commerce shares in Q1 2025, an estimated $920.
  • Concord Wealth Partners first reported a position in SPS Commerce in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's SPS Commerce position peaked at $971 in Q3 2024.
  • 448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.