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Confluence Wealth Services’s Acushnet Holdings GOLF Stock Holding History

Confluence Wealth Services’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-245
Closed -$13K – 601
2021
Q4 		$13K Buy
+245
New +$12.9K ﹤0.01% 838

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Wellington Management Group
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Dimensional Fund Advisors
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Victory Capital Management
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Wells Fargo
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Principal Financial Group
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Macquarie Group
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Confluence Wealth Services's GOLF Position: Q1 2022 in Review

Confluence Wealth Services sold out of Acushnet Holdings (GOLF) in Q1 2022, closing a stake of 245 shares — an estimated $13K sold.

Confluence Wealth Services first reported a position in GOLF in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 195 funds tracked by Wall St. Rank hold GOLF as of Q1 2022.

  • Confluence Wealth Services reported no remaining Acushnet Holdings position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 245 Acushnet Holdings shares in Q1 2022, an estimated $13K.
  • Confluence Wealth Services first reported a position in Acushnet Holdings in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Acushnet Holdings position peaked at $13K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2022.

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