Concord Wealth Partners’s VOXX International Corporation Class A VOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$3.19K	–	1042
2023 Q3	$3.19K	Hold	400	–	–	﹤0.01%	793
2023 Q2	$4.99K	Hold	400	–	–	﹤0.01%	708
2023 Q1	$4.93K	Hold	400	–	–	﹤0.01%	670
2022 Q4	$3.35K	Buy	+400	New	+$3.63K	﹤0.01%	844
2022 Q3	–	Sell	-400	Closed	-$4K	–	1222
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	904
2022 Q1	$4K	Hold	400	–	–	﹤0.01%	991
2021 Q4	$4K	Buy	+400	New	+$4.45K	﹤0.01%	1021

Other funds holding VOXX

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Concord Wealth Partners's VOXX Position: Q4 2023 in Review

Concord Wealth Partners sold out of VOXX International Corporation Class A (VOXX) in Q4 2023, closing a stake of 400 shares — an estimated $3.19K sold.

Concord Wealth Partners first reported a position in VOXX in Q4 2021 and held it in 7 quarters. The position peaked at $4.99K in Q2 2023. 53 funds tracked by Wall St. Rank hold VOXX as of Q4 2023.

Concord Wealth Partners reported no remaining VOXX International Corporation Class A position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 400 VOXX International Corporation Class A shares in Q4 2023, an estimated $3.19K.
Concord Wealth Partners first reported a position in VOXX International Corporation Class A in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's VOXX International Corporation Class A position peaked at $4.99K in Q2 2023.
53 funds tracked by Wall St. Rank held VOXX International Corporation Class A as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.