CWS
AIMC

Confluence Wealth Services’s Altra Industrial Motion Corp AIMC Stock Holding History

Confluence Wealth Services’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-338
Closed -$17K – 1265
2021
Q4 		$17K Buy
+338
New +$18.6K 0.01% 781

Other funds holding AIMC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Confluence Wealth Services sold out of Altra Industrial Motion Corp (AIMC) in Q1 2022, closing a stake of 338 shares — an estimated $17K sold.

Confluence Wealth Services first reported a position in AIMC in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 233 funds tracked by Wall St. Rank hold AIMC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Altra Industrial Motion Corp position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 338 Altra Industrial Motion Corp shares in Q1 2022, an estimated $17K.
  • Confluence Wealth Services first reported a position in Altra Industrial Motion Corp in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Altra Industrial Motion Corp position peaked at $17K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2022.

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