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Concord Wealth Partners’s Stock Yards Bancorp SYBT Stock Holding History

Concord Wealth Partners’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25
Closed -$1K – 1364
2022
Q1 		$1K Hold
25
– – ﹤0.01% 1249
2021
Q4 		$2K Buy
+25
New +$1.57K ﹤0.01% 1168
2021
Q3 		– Sell
-25
Closed -$1K – 1018
2021
Q2 		$1K Buy
+25
New +$1.29K ﹤0.01% 1010

Other funds holding SYBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's SYBT Position: Q2 2022 in Review

Concord Wealth Partners sold out of Stock Yards Bancorp (SYBT) in Q2 2022, closing a stake of 25 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in SYBT in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 141 funds tracked by Wall St. Rank hold SYBT as of Q2 2022.

  • Concord Wealth Partners reported no remaining Stock Yards Bancorp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Stock Yards Bancorp shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Stock Yards Bancorp in Q2 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Stock Yards Bancorp position peaked at $2K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.