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Confluence Wealth Services’s Hyatt Hotels H Stock Holding History

Confluence Wealth Services’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-101
Closed -$9K – 615
2021
Q4 		$9K Buy
+101
New +$8.62K ﹤0.01% 946

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SAM
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BlackRock
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Bank of Nova Scotia
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Confluence Wealth Services's H Position: Q1 2022 in Review

Confluence Wealth Services sold out of Hyatt Hotels (H) in Q1 2022, closing a stake of 101 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in H in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 323 funds tracked by Wall St. Rank hold H as of Q1 2022.

  • Confluence Wealth Services reported no remaining Hyatt Hotels position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 101 Hyatt Hotels shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in Hyatt Hotels in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Hyatt Hotels position peaked at $9K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2022.

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