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Confluence Wealth Services’s Castle Biosciences CSTL Stock Holding History

Confluence Wealth Services’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-127
Closed -$5K – 426
2021
Q4 		$5K Buy
+127
New +$6.64K ﹤0.01% 1044

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

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

Confluence Wealth Services sold out of Castle Biosciences (CSTL) in Q1 2022, closing a stake of 127 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in CSTL in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 160 funds tracked by Wall St. Rank hold CSTL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Castle Biosciences position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 127 Castle Biosciences shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Castle Biosciences in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Castle Biosciences position peaked at $5K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2022.

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