CWP
TTM

Concord Wealth Partners’s Tata Motors Limited TTM Stock Holding History

Concord Wealth Partners’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-156
Closed -$4K – 1265
2022
Q2 		$4K Sell
156
-926
-86% -$25.3K ﹤0.01% 910
2022
Q1 		$30K Sell
1,082
-134
-11% -$4.13K 0.01% 547
2021
Q4 		$39K Buy
1,216
+975
+405% +$30.7K 0.01% 500
2021
Q3 		$5K Sell
241
-1,535
-86% -$31.2K ﹤0.01% 609
2021
Q2 		$40K Buy
1,776
+1,334
+302% +$28.6K 0.01% 384
2021
Q1 		$9K Buy
+442
New +$8.91K ﹤0.01% 602

Other funds holding TTM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Concord Wealth Partners sold out of Tata Motors Limited (TTM) in Q3 2022, closing a stake of 156 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in TTM in Q1 2021 and held it in 6 quarters. The position peaked at $40K in Q2 2021. 163 funds tracked by Wall St. Rank hold TTM as of Q3 2022.

  • Concord Wealth Partners reported no remaining Tata Motors Limited position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 156 Tata Motors Limited shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Tata Motors Limited in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Tata Motors Limited position peaked at $40K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held Tata Motors Limited as of Q3 2022.

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