Confluence Wealth Services’s Medpace MEDP Stock Holding History

Confluence Wealth Services’s Portfolio MEDP Stock Details MEDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-167	Closed	-$36K	–	781
2021 Q4	$36K	Buy	+167	New	+$35K	0.01%	559

Other funds holding MEDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Confluence Wealth Services sold out of Medpace (MEDP) in Q1 2022, closing a stake of 167 shares — an estimated $36K sold.

Confluence Wealth Services first reported a position in MEDP in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 349 funds tracked by Wall St. Rank hold MEDP as of Q1 2022.

Confluence Wealth Services reported no remaining Medpace position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 167 Medpace shares in Q1 2022, an estimated $36K.
Confluence Wealth Services first reported a position in Medpace in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Medpace position peaked at $36K in Q4 2021.
349 funds tracked by Wall St. Rank held Medpace as of Q1 2022.

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