CWP
THS

Concord Wealth Partners’s Treehouse Foods THS Stock Holding History

Concord Wealth Partners’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$2.14K – 985
2024
Q3 		$2.14K Sell
51
-51
-50% -$2.02K ﹤0.01% 737
2024
Q2 		$3.74K Hold
102
– – ﹤0.01% 604
2024
Q1 		$3.97K Hold
102
– – ﹤0.01% 684
2023
Q4 		$4.23K Hold
102
– – ﹤0.01% 656
2023
Q3 		$4.45K Buy
+102
New +$4.88K ﹤0.01% 739

Other funds holding THS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

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

Concord Wealth Partners sold out of Treehouse Foods (THS) in Q4 2024, closing a stake of 51 shares — an estimated $2.14K sold.

Concord Wealth Partners first reported a position in THS in Q3 2023 and held it in 5 quarters. The position peaked at $4.45K in Q3 2023. 206 funds tracked by Wall St. Rank hold THS as of Q4 2024.

  • Concord Wealth Partners reported no remaining Treehouse Foods position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 51 Treehouse Foods shares in Q4 2024, an estimated $2.14K.
  • Concord Wealth Partners first reported a position in Treehouse Foods in Q3 2023 and held it in 5 quarters.
  • Concord Wealth Partners's Treehouse Foods position peaked at $4.45K in Q3 2023.
  • 206 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2024.

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