CWS
EVOP

Confluence Wealth Services’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

Confluence Wealth Services’s Portfolio EVOP Stock Details EVOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-793
Closed -$20K – 1266
2021
Q4 		$20K Buy
+793
New +$18.1K 0.01% 739

Other funds holding EVOP

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Confluence Wealth Services sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q1 2022, closing a stake of 793 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in EVOP in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 143 funds tracked by Wall St. Rank hold EVOP as of Q1 2022.

  • Confluence Wealth Services reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 793 EVO Payments, Inc. Class A Common Stock shares in Q1 2022, an estimated $20K.
  • Confluence Wealth Services first reported a position in EVO Payments, Inc. Class A Common Stock in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's EVO Payments, Inc. Class A Common Stock position peaked at $20K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q1 2022.

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