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Confluence Wealth Services’s Trump Media & Technology Group DJT Stock Holding History

Confluence Wealth Services’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-235
Closed -$12K – 1213
2021
Q4 		$12K Buy
+235
New +$10.6K ﹤0.01% 876

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Stifel Financial
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CAC
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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return

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

Confluence Wealth Services sold out of Trump Media & Technology Group (DJT) in Q1 2022, closing a stake of 235 shares — an estimated $12K sold.

Confluence Wealth Services first reported a position in DJT in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 180 funds tracked by Wall St. Rank hold DJT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Trump Media & Technology Group position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 235 Trump Media & Technology Group shares in Q1 2022, an estimated $12K.
  • Confluence Wealth Services first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Trump Media & Technology Group position peaked at $12K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2022.

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