CWP
WIT icon

Concord Wealth Partners’s Wipro WIT Stock Holding History

Concord Wealth Partners’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-436
Closed -$1.02K – 1244
2022
Q4 		$1.02K Buy
+436
New +$1.04K ﹤0.01% 1060
2022
Q3 		– Sell
-2,038
Closed -$5K – 1163
2022
Q2 		$5K Sell
2,038
-27,796
-93% -$87.5K ﹤0.01% 839
2022
Q1 		$115K Sell
29,834
-1,808
-6% -$7.13K 0.03% 280
2021
Q4 		$154K Buy
31,642
+23,836
+305% +$108K 0.04% 227
2021
Q3 		$34K Sell
7,806
-23,146
-75% -$101K 0.01% 285
2021
Q2 		$121K Buy
30,952
+1,778
+6% +$6.63K 0.03% 207
2021
Q1 		$92K Buy
+29,174
New +$93.7K 0.03% 229

Other funds holding WIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Concord Wealth Partners sold out of Wipro (WIT) in Q1 2023, closing a stake of 436 shares — an estimated $1.02K sold.

Concord Wealth Partners first reported a position in WIT in Q1 2021 and held it in 7 quarters. The position peaked at $154K in Q4 2021. 191 funds tracked by Wall St. Rank hold WIT as of Q1 2023.

  • Concord Wealth Partners reported no remaining Wipro position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 436 Wipro shares in Q1 2023, an estimated $1.02K.
  • Concord Wealth Partners first reported a position in Wipro in Q1 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Wipro position peaked at $154K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held Wipro as of Q1 2023.

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