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Concord Wealth Partners’s STMicroelectronics STM Stock Holding History

Concord Wealth Partners’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$849 – 959
2024
Q4 		$849 Hold
34
– – ﹤0.01% 818
2024
Q3 		$1.01K Buy
+34
New +$1.12K ﹤0.01% 836
2023
Q1 		– Sell
-32
Closed -$1.14K – 1209
2022
Q4 		$1.14K Buy
+32
New +$1.13K ﹤0.01% 1038
2022
Q3 		– Sell
-367
Closed -$12K – 1017
2022
Q2 		$12K Sell
367
-2,732
-88% -$102K ﹤0.01% 656
2022
Q1 		$134K Buy
3,099
+9
+0.3% +$398 0.03% 251
2021
Q4 		$151K Buy
3,090
+2,076
+205% +$98.2K 0.04% 234
2021
Q3 		$44K Sell
1,014
-1,813
-64% -$76.4K 0.02% 242
2021
Q2 		$103K Buy
2,827
+254
+10% +$9.5K 0.03% 232
2021
Q1 		$99K Buy
2,573
+2,542
+8,200% +$99.1K 0.03% 221
2020
Q4 		$1K Buy
+31
New +$1.1K ﹤0.01% 660

Other funds holding STM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concord Wealth Partners sold out of STMicroelectronics (STM) in Q1 2025, closing a stake of 34 shares — an estimated $849 sold.

Concord Wealth Partners first reported a position in STM in Q4 2020 and held it in 10 quarters. The position peaked at $151K in Q4 2021. 293 funds tracked by Wall St. Rank hold STM as of Q1 2025.

  • Concord Wealth Partners reported no remaining STMicroelectronics position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 34 STMicroelectronics shares in Q1 2025, an estimated $849.
  • Concord Wealth Partners first reported a position in STMicroelectronics in Q4 2020 and held it in 10 quarters.
  • Concord Wealth Partners's STMicroelectronics position peaked at $151K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held STMicroelectronics as of Q1 2025.

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