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Confluence Wealth Services’s LGI Homes LGIH Stock Holding History

Confluence Wealth Services’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-287
Closed -$44K – 750
2021
Q4 		$44K Buy
+287
New +$42K 0.01% 498

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

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

Confluence Wealth Services sold out of LGI Homes (LGIH) in Q1 2022, closing a stake of 287 shares — an estimated $44K sold.

Confluence Wealth Services first reported a position in LGIH in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 238 funds tracked by Wall St. Rank hold LGIH as of Q1 2022.

  • Confluence Wealth Services reported no remaining LGI Homes position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 287 LGI Homes shares in Q1 2022, an estimated $44K.
  • Confluence Wealth Services first reported a position in LGI Homes in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's LGI Homes position peaked at $44K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held LGI Homes as of Q1 2022.

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