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Confluence Wealth Services’s Globus Medical GMED Stock Holding History

Confluence Wealth Services’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-81
Closed -$5K – 598
2021
Q4 		$5K Buy
+81
New +$5.88K ﹤0.01% 1048

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Confluence Wealth Services sold out of Globus Medical (GMED) in Q1 2022, closing a stake of 81 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in GMED in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 377 funds tracked by Wall St. Rank hold GMED as of Q1 2022.

  • Confluence Wealth Services reported no remaining Globus Medical position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 81 Globus Medical shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Globus Medical in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Globus Medical position peaked at $5K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Globus Medical as of Q1 2022.

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