CWS
GATX icon

Confluence Wealth Services’s GATX Corp GATX Stock Holding History

Confluence Wealth Services’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-238
Closed -$24K – 584
2021
Q4 		$24K Buy
+238
New +$23.7K 0.01% 678

Other funds holding GATX

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 GATX Position: Q1 2022 in Review

Confluence Wealth Services sold out of GATX Corp (GATX) in Q1 2022, closing a stake of 238 shares — an estimated $24K sold.

Confluence Wealth Services first reported a position in GATX in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 271 funds tracked by Wall St. Rank hold GATX as of Q1 2022.

  • Confluence Wealth Services reported no remaining GATX Corp position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 238 GATX Corp shares in Q1 2022, an estimated $24K.
  • Confluence Wealth Services first reported a position in GATX Corp in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's GATX Corp position peaked at $24K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held GATX Corp as of Q1 2022.

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