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Concord Wealth Partners’s UWM Holdings UWMC Stock Holding History

Concord Wealth Partners’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-300
Closed -$3K – 1030
2021
Q2 		$3K Buy
+300
New +$2.51K ﹤0.01% 845

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concord Wealth Partners's UWMC Position: Q3 2021 in Review

Concord Wealth Partners sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 300 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in UWMC in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Concord Wealth Partners reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 300 UWM Holdings shares in Q3 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in UWM Holdings in Q2 2021 and held it in 1 quarter.
  • Concord Wealth Partners's UWM Holdings position peaked at $3K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.