CWS
FONR

Confluence Wealth Services’s Fonar FONR Stock Holding History

Confluence Wealth Services’s Portfolio FONR Stock Details FONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12
Closed – – 565
2021
Q4 		$0 Buy
+12
New +$193 ﹤0.01% 1240

Other funds holding FONR

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Dimensional Fund Advisors
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Vanguard Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Confluence Wealth Services sold out of Fonar (FONR) in Q1 2022, closing a stake of 12 shares.

Confluence Wealth Services first reported a position in FONR in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 48 funds tracked by Wall St. Rank hold FONR as of Q1 2022.

  • Confluence Wealth Services reported no remaining Fonar position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 12 Fonar shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Fonar in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Fonar position peaked at $0 in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Fonar as of Q1 2022.

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