Concourse Financial Group Securities’s ACV Auctions ACVA Stock Holding History

Concourse Financial Group Securities’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-444	Closed	-$9.52K	–	21
2024 Q4	$9.52K	Sell	444 -87	-16%	-$1.76K	﹤0.01%	1733
2024 Q3	$10.8K	Buy	531 +247	+87%	+$4.55K	﹤0.01%	1675
2024 Q2	$5.18K	Hold	284	–	–	﹤0.01%	1859
2024 Q1	$5.33K	Sell	284 -13	-4%	-$204	﹤0.01%	1867
2023 Q4	$4.5K	Sell	297 -101	-25%	-$1.48K	﹤0.01%	1872
2023 Q3	$6.04K	Buy	+398	New	+$6.46K	﹤0.01%	1766

Other funds holding ACVA

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ACH

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's ACVA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 444 shares — an estimated $9.52K sold.

Concourse Financial Group Securities first reported a position in ACVA in Q3 2023 and held it in 6 quarters. The position peaked at $10.8K in Q3 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

Concourse Financial Group Securities reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 444 ACV Auctions shares in Q1 2025, an estimated $9.52K.
Concourse Financial Group Securities first reported a position in ACV Auctions in Q3 2023 and held it in 6 quarters.
Concourse Financial Group Securities's ACV Auctions position peaked at $10.8K in Q3 2024.
256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.