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Confluence Wealth Services’s Alight ALIT Stock Holding History

Confluence Wealth Services’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-35
Closed -$7K – 278
2021
Q4 		$7K Buy
+35
New +$7.6K ﹤0.01% 984

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Vanguard Group
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THLTP
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FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Confluence Wealth Services sold out of Alight (ALIT) in Q1 2022, closing a stake of 35 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in ALIT in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 132 funds tracked by Wall St. Rank hold ALIT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Alight position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 35 Alight shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Alight in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Alight position peaked at $7K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Alight as of Q1 2022.

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