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Confluence Wealth Services’s ABM Industries ABM Stock Holding History

Confluence Wealth Services’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-115
Closed -$4K – 256
2021
Q4 		$4K Buy
+115
New +$5.19K ﹤0.01% 1070

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's ABM Position: Q1 2022 in Review

Confluence Wealth Services sold out of ABM Industries (ABM) in Q1 2022, closing a stake of 115 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in ABM in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 281 funds tracked by Wall St. Rank hold ABM as of Q1 2022.

  • Confluence Wealth Services reported no remaining ABM Industries position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 115 ABM Industries shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in ABM Industries in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's ABM Industries position peaked at $4K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held ABM Industries as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.