CWP
WW

Concord Wealth Partners’s WW International WW Stock Holding History

Concord Wealth Partners’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2K – 1408
2021
Q4 		$2K Sell
100
-250
-71% -$4.49K ﹤0.01% 1178
2021
Q3 		$6K Buy
+350
New +$9.15K ﹤0.01% 565

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Concord Wealth Partners's WW Position: Q1 2022 in Review

Concord Wealth Partners sold out of WW International (WW) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in WW in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 213 funds tracked by Wall St. Rank hold WW as of Q1 2022.

  • Concord Wealth Partners reported no remaining WW International position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 100 WW International shares in Q1 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in WW International in Q3 2021 and held it in 2 quarters.
  • Concord Wealth Partners's WW International position peaked at $6K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held WW International as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.