CWS
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Confluence Wealth Services’s Champion Homes SKY Stock Holding History

Confluence Wealth Services’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-213
Closed -$16K – 1005
2021
Q4 		$16K Buy
+213
New +$15.4K 0.01% 792

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T. Rowe Price Associates
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WA
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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Confluence Wealth Services's SKY Position: Q1 2022 in Review

Confluence Wealth Services sold out of Champion Homes (SKY) in Q1 2022, closing a stake of 213 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in SKY in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 266 funds tracked by Wall St. Rank hold SKY as of Q1 2022.

  • Confluence Wealth Services reported no remaining Champion Homes position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 213 Champion Homes shares in Q1 2022, an estimated $16K.
  • Confluence Wealth Services first reported a position in Champion Homes in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Champion Homes position peaked at $16K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Champion Homes as of Q1 2022.

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