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Confluence Wealth Services’s Keurig Dr Pepper KDP Stock Holding History

Confluence Wealth Services’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12
Closed – – 721
2021
Q4 		$0 Buy
+12
New +$423 ﹤0.01% 1253

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

Confluence Wealth Services sold out of Keurig Dr Pepper (KDP) in Q1 2022, closing a stake of 12 shares.

Confluence Wealth Services first reported a position in KDP in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 587 funds tracked by Wall St. Rank hold KDP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Keurig Dr Pepper position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 12 Keurig Dr Pepper shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Keurig Dr Pepper position peaked at $0 in Q4 2021.
  • 587 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2022.

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