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Concord Wealth Partners’s Americas Gold and Silver USAS Stock Holding History

Concord Wealth Partners’s Portfolio USAS Stock Details USAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed – – 1063
2020
Q4 		$0 Buy
+16
New +$111 ﹤0.01% 691

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Mirae Asset Global Investments
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WA
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Royal Bank of Canada
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Ruffer LLP
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Ingalls & Snyder LLC
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Concord Wealth Partners's USAS Position: Q1 2021 in Review

Concord Wealth Partners sold out of Americas Gold and Silver (USAS) in Q1 2021, closing a stake of 16 shares.

Concord Wealth Partners first reported a position in USAS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 51 funds tracked by Wall St. Rank hold USAS as of Q1 2021.

  • Concord Wealth Partners reported no remaining Americas Gold and Silver position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 16 Americas Gold and Silver shares in Q1 2021.
  • Concord Wealth Partners first reported a position in Americas Gold and Silver in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Americas Gold and Silver position peaked at $0 in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.