Concord Wealth Partners’s Vimeo VMEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15	Closed	-$50	–	1235
2022 Q4	$50	Buy	+15	New	+$58	﹤0.01%	1237
2022 Q3	–	Sell	-15	Closed	–	–	1115
2022 Q2	$0	Buy	+15	New	+$136	﹤0.01%	1385
2022 Q1	–	Sell	-15	Closed	–	–	1398
2021 Q4	$0	Buy	+15	New	+$365	﹤0.01%	1353

Other funds holding VMEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Concord Wealth Partners sold out of Vimeo (VMEO) in Q1 2023, closing a stake of 15 shares — an estimated $50 sold.

Concord Wealth Partners first reported a position in VMEO in Q4 2021 and held it in 3 quarters. The position peaked at $50 in Q4 2022. 242 funds tracked by Wall St. Rank hold VMEO as of Q1 2023.

Concord Wealth Partners reported no remaining Vimeo position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 15 Vimeo shares in Q1 2023, an estimated $50.
Concord Wealth Partners first reported a position in Vimeo in Q4 2021 and held it in 3 quarters.
Concord Wealth Partners's Vimeo position peaked at $50 in Q4 2022.
242 funds tracked by Wall St. Rank held Vimeo as of Q1 2023.

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