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Confluence Wealth Services’s Independence Realty Trust IRT Stock Holding History

Confluence Wealth Services’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,921
Closed -$101K – 684
2021
Q4 		$101K Buy
+3,921
New +$92.8K 0.03% 334

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Confluence Wealth Services sold out of Independence Realty Trust (IRT) in Q1 2022, closing a stake of 3,921 shares — an estimated $101K sold.

Confluence Wealth Services first reported a position in IRT in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 391 funds tracked by Wall St. Rank hold IRT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Independence Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 3,921 Independence Realty Trust shares in Q1 2022, an estimated $101K.
  • Confluence Wealth Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Independence Realty Trust position peaked at $101K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2022.

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