CWS
DM

Confluence Wealth Services’s Desktop Metal, Inc. DM Stock Holding History

Confluence Wealth Services’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21
Closed -$1K – 1224
2021
Q4 		$1K Buy
+21
New +$1.41K ﹤0.01% 1219

Other funds holding DM

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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Confluence Wealth Services sold out of Desktop Metal, Inc. (DM) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in DM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 224 funds tracked by Wall St. Rank hold DM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Desktop Metal, Inc. position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 21 Desktop Metal, Inc. shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Desktop Metal, Inc. position peaked at $1K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q1 2022.

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