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Confluence Wealth Services’s EastGroup Properties EGP Stock Holding History

Confluence Wealth Services’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-128
Closed -$29K – 482
2021
Q4 		$29K Buy
+128
New +$25.7K 0.01% 613

Other funds holding EGP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Confluence Wealth Services sold out of EastGroup Properties (EGP) in Q1 2022, closing a stake of 128 shares — an estimated $29K sold.

Confluence Wealth Services first reported a position in EGP in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 358 funds tracked by Wall St. Rank hold EGP as of Q1 2022.

  • Confluence Wealth Services reported no remaining EastGroup Properties position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 128 EastGroup Properties shares in Q1 2022, an estimated $29K.
  • Confluence Wealth Services first reported a position in EastGroup Properties in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's EastGroup Properties position peaked at $29K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2022.

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