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Concord Wealth Partners trimmed its position in shares of American Tower Co. (NYSE:AMT – Free Report) by 37.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,135 shares of the real estate investment trust’s stock after selling 1,289 shares during the quarter. Concord Wealth […]
Concord Wealth Partners reduced its stake in CVS Health Co. (NYSE:CVS – Free Report) by 63.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,909 shares of the pharmacy operator’s stock after selling 3,320 shares during the period. Concord Wealth Partners’ holdings in […]
Concord Wealth Partners lowered its stake in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 51.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,804 shares of the oil and gas company’s stock after selling 2,918 shares […]
Concord Wealth Partners grew its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 41.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,799 shares of the network technology company’s stock after purchasing an additional 523 shares during the quarter. […]
Concord Wealth Partners raised its position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 23.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 880 shares of the semiconductor company’s stock after purchasing an additional 165 shares during […]