CWS
HCCI

Confluence Wealth Services’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Confluence Wealth Services’s Portfolio HCCI Stock Details HCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-554
Closed -$17K – 1254
2021
Q4 		$17K Buy
+554
New +$18K 0.01% 780

Other funds holding HCCI

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

Confluence Wealth Services sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q1 2022, closing a stake of 554 shares — an estimated $17K sold.

Confluence Wealth Services first reported a position in HCCI in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 117 funds tracked by Wall St. Rank hold HCCI as of Q1 2022.

  • Confluence Wealth Services reported no remaining Heritage-Crystal Clean, Inc. position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 554 Heritage-Crystal Clean, Inc. shares in Q1 2022, an estimated $17K.
  • Confluence Wealth Services first reported a position in Heritage-Crystal Clean, Inc. in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Heritage-Crystal Clean, Inc. position peaked at $17K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q1 2022.

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