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Confluence Wealth Services’s PAR Technology PAR Stock Holding History

Confluence Wealth Services’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-105
Closed -$5K – 881
2021
Q4 		$5K Buy
+105
New +$6.33K ﹤0.01% 1056

Other funds holding PAR

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Confluence Wealth Services sold out of PAR Technology (PAR) in Q1 2022, closing a stake of 105 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in PAR in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 147 funds tracked by Wall St. Rank hold PAR as of Q1 2022.

  • Confluence Wealth Services reported no remaining PAR Technology position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 105 PAR Technology shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in PAR Technology in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's PAR Technology position peaked at $5K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held PAR Technology as of Q1 2022.

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