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Confluence Wealth Services’s Limbach Holdings LMB Stock Holding History

Confluence Wealth Services’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-366
Closed -$3K – 755
2021
Q4 		$3K Buy
+366
New +$2.69K ﹤0.01% 1115

Other funds holding LMB

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Confluence Wealth Services sold out of Limbach Holdings (LMB) in Q1 2022, closing a stake of 366 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in LMB in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 35 funds tracked by Wall St. Rank hold LMB as of Q1 2022.

  • Confluence Wealth Services reported no remaining Limbach Holdings position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 366 Limbach Holdings shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Limbach Holdings in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Limbach Holdings position peaked at $3K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2022.

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