CFGS
SW

Concourse Financial Group Securities’s Smurfit Westrock SW Stock Holding History

Concourse Financial Group Securities’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-59
Closed -$3.27K – 2199
2024
Q4 		$3.27K Sell
59
-19
-24% -$968 ﹤0.01% 1952
2024
Q3 		$3.85K Buy
+78
New +$3.55K ﹤0.01% 1904

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 59 shares — an estimated $3.27K sold.

Concourse Financial Group Securities first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $3.85K in Q3 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 59 Smurfit Westrock shares in Q1 2025, an estimated $3.27K.
  • Concourse Financial Group Securities first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's Smurfit Westrock position peaked at $3.85K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

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