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Concurrent Investment Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Concurrent Investment Advisors’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,280
Closed -$461K – 1010
2023
Q4 		$461K Buy
+22,280
New +$427K 0.02% 511

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Concurrent Investment Advisors's WINN Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Harbor Long-Term Growers ETF (WINN) in Q1 2024, closing a stake of 22,280 shares — an estimated $461K sold.

Concurrent Investment Advisors first reported a position in WINN in Q4 2023 and held it in 1 quarter. The position peaked at $461K in Q4 2023. 53 funds tracked by Wall St. Rank hold WINN as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Harbor Long-Term Growers ETF position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 22,280 Harbor Long-Term Growers ETF shares in Q1 2024, an estimated $461K.
  • Concurrent Investment Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Harbor Long-Term Growers ETF position peaked at $461K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.