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Concord Wealth Partners lessened its holdings in shares of Fidelity National Financial, Inc. (NYSE:FNF – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,723 shares of the financial services provider’s stock after selling 760 shares during […]
Concord Wealth Partners grew its holdings in Aflac Incorporated (NYSE:AFL – Free Report) by 26.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,349 shares of the financial services provider’s stock after acquiring an additional 1,942 shares during the period. Concord Wealth Partners’ […]
Concord Wealth Partners decreased its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 39.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,752 shares of the company’s stock after selling 4,460 shares during the quarter. Concord Wealth Partners’ […]
Concord Wealth Partners increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 41.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,799 shares of the network technology company’s stock after buying an additional 523 shares during the period. Concord Wealth Partners’ holdings in Palo Alto Networks were […]
Concord Wealth Partners trimmed its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 70.3% during the 4th quarter, HoldingsChannel reports. The firm owned 2,432 shares of the coffee company’s stock after selling 5,756 shares during the period. Concord Wealth Partners’ holdings in Starbucks were worth $234,000 as of its most recent filing with the […]