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Confluence Wealth Services’s FB Financial Corp FBK Stock Holding History

Confluence Wealth Services’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-299
Closed -$13K – 529
2021
Q4 		$13K Buy
+299
New +$13.4K ﹤0.01% 836

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WA
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State Street
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Dimensional Fund Advisors
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Goldman Sachs
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CCMLC
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Confluence Wealth Services sold out of FB Financial Corp (FBK) in Q1 2022, closing a stake of 299 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in FBK in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 169 funds tracked by Wall St. Rank hold FBK as of Q1 2022.

  • Confluence Wealth Services reported no remaining FB Financial Corp position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 299 FB Financial Corp shares in Q1 2022, an estimated $13K.
  • Confluence Wealth Services first reported a position in FB Financial Corp in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's FB Financial Corp position peaked at $13K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2022.

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