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Confluence Wealth Services’s Mohawk Industries MHK Stock Holding History

Confluence Wealth Services’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-51
Closed -$9K – 791
2021
Q4 		$9K Buy
+51
New +$9.1K ﹤0.01% 949

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Confluence Wealth Services sold out of Mohawk Industries (MHK) in Q1 2022, closing a stake of 51 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in MHK in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 443 funds tracked by Wall St. Rank hold MHK as of Q1 2022.

  • Confluence Wealth Services reported no remaining Mohawk Industries position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 51 Mohawk Industries shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in Mohawk Industries in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Mohawk Industries position peaked at $9K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2022.

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