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Confluence Wealth Services’s Rush Enterprises Class A RUSHA Stock Holding History

Confluence Wealth Services’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-250
Closed -$6K – 964
2021
Q4 		$6K Buy
+250
New +$5.82K ﹤0.01% 1029

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Confluence Wealth Services sold out of Rush Enterprises Class A (RUSHA) in Q1 2022, closing a stake of 250 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in RUSHA in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 210 funds tracked by Wall St. Rank hold RUSHA as of Q1 2022.

  • Confluence Wealth Services reported no remaining Rush Enterprises Class A position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 250 Rush Enterprises Class A shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in Rush Enterprises Class A in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Rush Enterprises Class A position peaked at $6K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2022.

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