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

Other funds holding TMX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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.