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Concord Wealth Partners’s United Microelectronic UMC Stock Holding History

Concord Wealth Partners’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-204
Closed -$2K – 1392
2021
Q4 		$2K Buy
+204
New +$2.27K ﹤0.01% 1175

Other funds holding UMC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concord Wealth Partners's UMC Position: Q1 2022 in Review

Concord Wealth Partners sold out of United Microelectronic (UMC) in Q1 2022, closing a stake of 204 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in UMC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 241 funds tracked by Wall St. Rank hold UMC as of Q1 2022.

  • Concord Wealth Partners reported no remaining United Microelectronic position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 204 United Microelectronic shares in Q1 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in United Microelectronic in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's United Microelectronic position peaked at $2K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.