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Concord Wealth Partners’s Stratasys SSYS Stock Holding History

Concord Wealth Partners’s Portfolio SSYS Stock Details SSYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-35
Closed -$415 – 1208
2022
Q4 		$415 Buy
+35
New +$467 ﹤0.01% 1163
2022
Q3 		– Sell
-104
Closed -$2K – 1015
2022
Q2 		$2K Sell
104
-2,594
-96% -$51.1K ﹤0.01% 1069
2022
Q1 		$69K Sell
2,698
-228
-8% -$5.5K 0.02% 371
2021
Q4 		$72K Buy
2,926
+1,916
+190% +$53.4K 0.02% 375
2021
Q3 		$22K Sell
1,010
-1,781
-64% -$38.6K 0.01% 364
2021
Q2 		$72K Buy
2,791
+453
+19% +$10.3K 0.02% 289
2021
Q1 		$61K Buy
2,338
+2,287
+4,484% +$78.8K 0.02% 304
2020
Q4 		$1K Buy
+51
New +$818 ﹤0.01% 659

Other funds holding SSYS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Concord Wealth Partners sold out of Stratasys (SSYS) in Q1 2023, closing a stake of 35 shares — an estimated $415 sold.

Concord Wealth Partners first reported a position in SSYS in Q4 2020 and held it in 8 quarters. The position peaked at $72K in Q4 2021. 168 funds tracked by Wall St. Rank hold SSYS as of Q1 2023.

  • Concord Wealth Partners reported no remaining Stratasys position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 35 Stratasys shares in Q1 2023, an estimated $415.
  • Concord Wealth Partners first reported a position in Stratasys in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Stratasys position peaked at $72K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Stratasys as of Q1 2023.

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