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Concord Wealth Partners’s Ternium TX Stock Holding History

Concord Wealth Partners’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60
Closed -$1.75K – 971
2024
Q4 		$1.75K Buy
+60
New +$2.01K ﹤0.01% 725

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Ninety One (UK)
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Concord Wealth Partners's TX Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ternium (TX) in Q1 2025, closing a stake of 60 shares — an estimated $1.75K sold.

Concord Wealth Partners first reported a position in TX in Q4 2024 and held it in 1 quarter. The position peaked at $1.75K in Q4 2024. 116 funds tracked by Wall St. Rank hold TX as of Q1 2025.

  • Concord Wealth Partners reported no remaining Ternium position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 60 Ternium shares in Q1 2025, an estimated $1.75K.
  • Concord Wealth Partners first reported a position in Ternium in Q4 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Ternium position peaked at $1.75K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Ternium as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.