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Confluence Wealth Services’s Genuine Parts GPC Stock Holding History

Confluence Wealth Services’s Portfolio GPC Stock Details GPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,367
Closed -$212K – 366
2024
Q1 		$212K Buy
+1,367
New +$199K 0.02% 320
2022
Q1 		– Sell
-1,051
Closed -$147K – 602
2021
Q4 		$147K Buy
+1,051
New +$139K 0.05% 263

Other funds holding GPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Confluence Wealth Services's GPC Position: Q2 2024 in Review

Confluence Wealth Services sold out of Genuine Parts (GPC) in Q2 2024, closing a stake of 1,367 shares — an estimated $212K sold.

Confluence Wealth Services first reported a position in GPC in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 1,139 funds tracked by Wall St. Rank hold GPC as of Q2 2024.

  • Confluence Wealth Services reported no remaining Genuine Parts position as of Q2 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 1,367 Genuine Parts shares in Q2 2024, an estimated $212K.
  • Confluence Wealth Services first reported a position in Genuine Parts in Q4 2021 and held it in 2 quarters.
  • Confluence Wealth Services's Genuine Parts position peaked at $212K in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held Genuine Parts as of Q2 2024.

Based on Confluence Wealth Services's 13F filing for Q2 2024, filed 31 Jul 2024.