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MVBF icon

Confluence Wealth Services’s MVB Financial MVBF Stock Holding History

Confluence Wealth Services’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$4K – 822
2021
Q4 		$4K Buy
+100
New +$4.22K ﹤0.01% 1083

Other funds holding MVBF

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Confluence Wealth Services sold out of MVB Financial (MVBF) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in MVBF in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 75 funds tracked by Wall St. Rank hold MVBF as of Q1 2022.

  • Confluence Wealth Services reported no remaining MVB Financial position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 100 MVB Financial shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in MVB Financial in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's MVB Financial position peaked at $4K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held MVB Financial as of Q1 2022.

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