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Confluence Wealth Services’s LeMaitre Vascular LMAT Stock Holding History

Confluence Wealth Services’s Portfolio LMAT Stock Details LMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-324
Closed -$16K – 754
2021
Q4 		$16K Buy
+324
New +$16.8K 0.01% 789

Other funds holding LMAT

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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

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

Confluence Wealth Services sold out of LeMaitre Vascular (LMAT) in Q1 2022, closing a stake of 324 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in LMAT in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 183 funds tracked by Wall St. Rank hold LMAT as of Q1 2022.

  • Confluence Wealth Services reported no remaining LeMaitre Vascular position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 324 LeMaitre Vascular shares in Q1 2022, an estimated $16K.
  • Confluence Wealth Services first reported a position in LeMaitre Vascular in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's LeMaitre Vascular position peaked at $16K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held LeMaitre Vascular as of Q1 2022.

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