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Concord Wealth Partners’s Visteon VC Stock Holding History

Concord Wealth Partners’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$654 – 1231
2022
Q4 		$654 Buy
+5
New +$666 ﹤0.01% 1137
2022
Q3 		– Sell
-23
Closed -$2K – 1101
2022
Q2 		$2K Sell
23
-268
-92% -$27.7K ﹤0.01% 1076
2022
Q1 		$32K Sell
291
-234
-45% -$25.5K 0.01% 524
2021
Q4 		$58K Buy
525
+339
+182% +$37.7K 0.01% 430
2021
Q3 		$18K Sell
186
-520
-74% -$56.1K 0.01% 397
2021
Q2 		$85K Buy
706
+87
+14% +$10.5K 0.02% 264
2021
Q1 		$75K Buy
619
+601
+3,339% +$78.9K 0.03% 265
2020
Q4 		$2K Buy
+18
New +$1.9K ﹤0.01% 569

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concord Wealth Partners's VC Position: Q1 2023 in Review

Concord Wealth Partners sold out of Visteon (VC) in Q1 2023, closing a stake of 5 shares — an estimated $654 sold.

Concord Wealth Partners first reported a position in VC in Q4 2020 and held it in 8 quarters. The position peaked at $85K in Q2 2021. 314 funds tracked by Wall St. Rank hold VC as of Q1 2023.

  • Concord Wealth Partners reported no remaining Visteon position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Visteon shares in Q1 2023, an estimated $654.
  • Concord Wealth Partners first reported a position in Visteon in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Visteon position peaked at $85K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Visteon as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.