Concord Wealth Partners’s Veracyte VCYT Stock Holding History

Concord Wealth Partners’s Portfolio VCYT Stock Details VCYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-69	Closed	-$1.76K	–	1075
2023 Q2	$1.76K	Hold	69	–	–	﹤0.01%	889
2023 Q1	$1.54K	Hold	69	–	–	﹤0.01%	852
2022 Q4	$1.64K	Buy	+69	New	+$1.6K	﹤0.01%	986
2022 Q2	–	Sell	-119	Closed	-$3K	–	1384
2022 Q1	$3K	Buy	119 +4	+3%	+$114	﹤0.01%	1044
2021 Q4	$5K	Buy	115 +89	+342%	+$3.93K	﹤0.01%	963
2021 Q3	$1K	Buy	26 +1	+4%	+$44	﹤0.01%	874
2021 Q2	$1K	Buy	25 +10	+67%	+$428	﹤0.01%	1015
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	966
2020 Q4	$1K	Buy	+15	New	+$695	﹤0.01%	664

Other funds holding VCYT

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Concord Wealth Partners's VCYT Position: Q3 2023 in Review

Concord Wealth Partners sold out of Veracyte (VCYT) in Q3 2023, closing a stake of 69 shares — an estimated $1.76K sold.

Concord Wealth Partners first reported a position in VCYT in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 236 funds tracked by Wall St. Rank hold VCYT as of Q3 2023.

Concord Wealth Partners reported no remaining Veracyte position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 69 Veracyte shares in Q3 2023, an estimated $1.76K.
Concord Wealth Partners first reported a position in Veracyte in Q4 2020 and held it in 9 quarters.
Concord Wealth Partners's Veracyte position peaked at $5K in Q4 2021.
236 funds tracked by Wall St. Rank held Veracyte as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.