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Confluence Wealth Services’s VanEck Agribusiness ETF MOO Stock Holding History

Confluence Wealth Services’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-695
Closed -$66K – 804
2021
Q4 		$66K Buy
+695
New +$65.5K 0.02% 406

Other funds holding MOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Confluence Wealth Services sold out of VanEck Agribusiness ETF (MOO) in Q1 2022, closing a stake of 695 shares — an estimated $66K sold.

Confluence Wealth Services first reported a position in MOO in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 268 funds tracked by Wall St. Rank hold MOO as of Q1 2022.

  • Confluence Wealth Services reported no remaining VanEck Agribusiness ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 695 VanEck Agribusiness ETF shares in Q1 2022, an estimated $66K.
  • Confluence Wealth Services first reported a position in VanEck Agribusiness ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's VanEck Agribusiness ETF position peaked at $66K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q1 2022.

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