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Confluence Wealth Services’s Floor & Decor FND Stock Holding History

Confluence Wealth Services’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-231
Closed -$30K – 561
2021
Q4 		$30K Buy
+231
New +$29.8K 0.01% 608

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $140M AUM 2.23% 1-Year Est. Return

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

Confluence Wealth Services sold out of Floor & Decor (FND) in Q1 2022, closing a stake of 231 shares — an estimated $30K sold.

Confluence Wealth Services first reported a position in FND in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 380 funds tracked by Wall St. Rank hold FND as of Q1 2022.

  • Confluence Wealth Services reported no remaining Floor & Decor position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 231 Floor & Decor shares in Q1 2022, an estimated $30K.
  • Confluence Wealth Services first reported a position in Floor & Decor in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Floor & Decor position peaked at $30K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2022.

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