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Confluence Wealth Services’s ACI Worldwide ACIW Stock Holding History

Confluence Wealth Services’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-141
Closed -$4K – 259
2021
Q4 		$4K Buy
+141
New +$4.52K ﹤0.01% 1071

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Confluence Wealth Services sold out of ACI Worldwide (ACIW) in Q1 2022, closing a stake of 141 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in ACIW in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 287 funds tracked by Wall St. Rank hold ACIW as of Q1 2022.

  • Confluence Wealth Services reported no remaining ACI Worldwide position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 141 ACI Worldwide shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in ACI Worldwide in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's ACI Worldwide position peaked at $4K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held ACI Worldwide as of Q1 2022.

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