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Confluence Wealth Services’s Evolv Technologies EVLV Stock Holding History

Confluence Wealth Services’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$2K – 513
2021
Q4 		$2K Buy
+500
New +$2.81K ﹤0.01% 1143

Other funds holding EVLV

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
OUP Management Company Bala Cynwyd, Pennsylvania $44.5M AUM 55.11% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Confluence Wealth Services sold out of Evolv Technologies (EVLV) in Q1 2022, closing a stake of 500 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in EVLV in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 87 funds tracked by Wall St. Rank hold EVLV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Evolv Technologies position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 500 Evolv Technologies shares in Q1 2022, an estimated $2K.
  • Confluence Wealth Services first reported a position in Evolv Technologies in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Evolv Technologies position peaked at $2K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Evolv Technologies as of Q1 2022.

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