CWS
MRSH

Confluence Wealth Services’s Marsh MRSH Stock Holding History

Confluence Wealth Services’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-383
Closed -$66K – 799
2021
Q4 		$66K Buy
+383
New +$63.6K 0.02% 405

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Confluence Wealth Services sold out of Marsh (MRSH) in Q1 2022, closing a stake of 383 shares — an estimated $66K sold.

Confluence Wealth Services first reported a position in MRSH in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 383 Marsh shares in Q1 2022, an estimated $66K.
  • Confluence Wealth Services first reported a position in Marsh in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Marsh position peaked at $66K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

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