CWP
TMX

Concord Wealth Partners’s Terminix Global Holdings, Inc. TMX Stock Holding History

Concord Wealth Partners’s Portfolio TMX Stock Details TMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-67
Closed -$3K – 1271
2022
Q2 		$3K Hold
67
– – ﹤0.01% 979
2022
Q1 		$3K Hold
67
– – ﹤0.01% 1054
2021
Q4 		$3K Hold
67
– – ﹤0.01% 1089
2021
Q3 		$3K Hold
67
– – ﹤0.01% 724
2021
Q2 		$3K Hold
67
– – ﹤0.01% 855
2021
Q1 		$3K Buy
+67
New +$3.3K ﹤0.01% 793

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Citigroup
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
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TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Concord Wealth Partners's TMX Position: Q3 2022 in Review

Concord Wealth Partners sold out of Terminix Global Holdings, Inc. (TMX) in Q3 2022, closing a stake of 67 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in TMX in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 224 funds tracked by Wall St. Rank hold TMX as of Q3 2022.

  • Concord Wealth Partners reported no remaining Terminix Global Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 67 Terminix Global Holdings, Inc. shares in Q3 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in Terminix Global Holdings, Inc. in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Terminix Global Holdings, Inc. position peaked at $3K in Q2 2022.
  • 224 funds tracked by Wall St. Rank held Terminix Global Holdings, Inc. as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.