CONCANNON WEALTH MGMT Overview
Concannon Wealth Mgmt Llc is a hedge fund that manages 321.8 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/20. The fund's latest filing disclosed 130MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/20. The fund's latest filing disclosed 130MM in positions, representing 40% of the manager's regulatory AUM.
CONCANNON WEALTH MGMT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONCANNON WEALTH MGMT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| QQQ | 19.81% | ETF | 38.88% | 2.75% | 0 | 15% | ||
| DGRO | 18.13% | ETF | 17.28% | -1.17% | 0 | 4% | ||
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FEATURED IN
CONCANNON WEALTH MGMT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Anthony R. Deutsch | Member | July-2011 |
| Kathryn M. Brown | Member/Chief Compliance Officer | July-2011 |
| Brad L. Griswold | Managing Member | July-2011 |
| Anthony M. Bragano | Member | July-2011 |
| Robert E. Vitale | Member | July-2011 |
| Dennis C. Morton | Member | July-2011 |
CONCANNON WEALTH MGMT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CONCANNON WEALTH MGMT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Concannon may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Concannon may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Options (contract for the purchase or sale of a security at a predetermined price during a specific per...
Unlock Full Investment Process Description
A. Concannon may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Concannon may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Options (contract for the purchase or sale of a security at a predetermined price during a specific per...
Unlock Full Investment Process Description
CONCANNON WEALTH MGMT Portfolio Concentration
CONCANNON WEALTH MGMT Location
1525 VALLEY CENTER PARKWAY
STE 310
BETHLEHEM, Pennsylvania
UNITED STATES, 18017
STE 310
BETHLEHEM, Pennsylvania
UNITED STATES, 18017
CONCANNON WEALTH MGMT Contact Information
Phone Number: 610-814-2474
Fax Number: 610-814-2430
Website: http://www.cwm.us.com
Fax Number: 610-814-2430
Website: http://www.cwm.us.com
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